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Our Specialty
Strategic Tax Planner & Consultancy Services
Strategic Wealth & Financial Planning
Best NRI Investment Solutions
Secured Need Based Investments Solutions
Need Based Insurance Solutions
Home Loans
Post Retirement Support
Estate Planning
Claim Settlement Support
Income Tax Servies
- Annual Return Filing
- Enhanced Tax Consulting
- Direct & Indirect Tax Consulting
- Income Tax Notice Consulting
- Annual Business Compliance
- New Business Establishment
- Trademark Registration
- Business Development Advisory
- Business Valuation Preparation
- Annual Business Budget Preparation
Individual Insurance
- Health Insurance
- Property Insurance
- Doctor Indemnity Insurance
- Life Insurance
- Motor Insurance
- Travel Insurance
- Marnie Insurance
Corporate Insurance
- Group Health Insurance
- Group Life Insurance
- Work man Compensation
- Connector all Risk
- Leave Encashment
- Gratuity
- Super Annuation
Investment Product
- Equity Linked Saving Scheme (ELSS)
- Mutual Funds
- Unit Linked Insurance Plan (ULIP)
- Fixed & Term Deposits
- Secured debt & Banking & PSU Funds
Loans Product
- Home Loans
- Loan against Property
- Balance Transfer
- Top-up Loan
Need Based Products
- Sovereign Gold bonds
- National Pension Scheme
- Non-convertible Bond
- Post Office Scheme
- 54EC Tax Saving Bonds
- Sukanya Samruddhi Yojna
Life Insurance
HDFC Life • Bajaj Allianz
Deposits
Bajaj Finserv • HDFC Limited • Shriram Finance
Health Insurance
TATA AIG • ICICI Lombard • Niva Bupa
General Insurance
TATA AIG • Go Digit
Secured Investment
HDFC Bank • ICICI Bank • Post Office • Bajaj FinServ • Mahindra & Mahindra • Shriram Finance
Bank Loans
State Bank of India • Bank of Baroda • HDFC Bank • ICICI Bank • Bajaj FinServ
Other
Edelweiss • SMC Global • Motilal Oswal
Mutual Fund
• HDFC • ICICI • Aditya Birla • Mirae Asset • SBI • Axis • Kotak • Nippon India • DSP • L&T • IDBI • Canara Robeco • UTI • Mahindra • LIC • TATA • BOI AXA • Edelweiss • Invesco • Sundaram • BNP Paribas • IDFC • JM • PGIM • PPFAS • Quant • ITI
Life Insurance
HDFC Life
Deposits
Health & Motor Insurance
• TATA AIG • ICICI Lombard • HDFC Ergo • Bajaj Allianz • Go Digit
Loans
Loans
Mutual Fund
Life Insurance
HDFC Life • Bajaj Allianz
Health Insurance
TATA AIG • ICICI Lombard • Niva Bupa
General Insurance
TATA AIG • Go Digit
Bank Loans
State Bank of India • Bank of Baroda • HDFC Bank • ICICI Bank • Bajaj FinServ
Secured Investment
HDFC Bank • ICICI Bank • Post Office • Bajaj FinServ • Mahindra & Mahindra • Shriram Finance
Tax Auditor & Company Secretary
KPPM & Associates • Upright Biz Solutions LLP
Other
Edelweiss • SMC Global • Motilal Oswal
Mutual Fund
• HDFC • ICICI • Aditya Birla • Mirae Asset • SBI • Axis • Kotak • Nippon India • DSP • L&T • IDBI • Canara Robeco • UTI • Mahindra • LIC • TATA • BOI AXA • Edelweiss • Invesco • Sundaram • BNP Paribas • IDFC • JM • PGIM • PPFAS • Quant • ITI
Life Insurance
HDFC Life
Deposits
Health & Motor Insurance
• TATA AIG • ICICI Lombard • HDFC Ergo • Bajaj Allianz • Go Digit
Loans
Loans
Mutual Fund
Disclaimer:-
- We are AMFI Register Mutual fund Distributor – Mutual fund investments are subject to market risk, please read all Scheme related documents before investments.
- We Are IRDA Register Service provider – Insurance is the subject matter of Solicitation, For more details on risk factor, Please read the sales brochure before investing.
