Portfolio

The firm operates through different segments, but with a common Goal i.e. Financial Planning. As the saying goes “Money is the be all and end all of the human beings.”

Financial planning principles were nurtured thousands of years ago but yet continue to be applicable in today’s scenario. One of the initial classic book of ‘Richest Man in Babylon’ of 1926 lays down 7 cures to make your lean purse become a fatty one.

SAVE

A part of all you earn is yours to keep - Paying ourselves first and foremost a minimum of one tenth of the earning before we spend any money earned.

BUDGET

Control your expenditure - learn to live within seven tenth of the earnings.

INVEST AND BUILD EMERGENCY FUND

Make our money work for us - Build an emergency fund and invest the balance.

INSURANCE

Guard your treasures from loss - Be diligent by investing only in what you understand or consult experts.

OWN A HOME

Make of your dwelling a profitable investment - Buy or rent a home you can comfortably afford or loan.

RETIREMENT FUND

Insure a future income - Earning helps to spend for today, insure and invest for tomorrow.

BE MONEYWISE

Invest in ourselves - Learning while earning makes you wiser and knowledgeable to achieve your desired qualitative and quantitative goals.