Take your family to that dream destination

Mutual Fund Solutions curated for your unique needs.
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Secure Your Child's Future

Life insurance is a guarantee that your family will get financial support.
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Tax Saving

Saving for Retirement

There is more to tax saving than the exemptions available,
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Wealth Management

Invest Online

Portfolio Login

Our Plan For You

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. As you probably know, mutual funds have become extremely popular over the last 20 years

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Insurance

Health insurance give the person a control over the choice of provider, facility and timing of treatment. It provides a general peace of mind that their medical expenses are covered. The policy provides for reimbursement of Hospitalization

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Tax Saving plan

There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax and know how to tax proof your income and gains. After all, your capital is more productive in your hands.

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Featured Services

Retirement Saving Plan
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Children Saving Plan
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Wedding Saving Plan
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WE PROVIDE CUSTOMISED FINANCIAL SOLUTIONS FOR BUSINESSES AND INDIVIDUALS AS PER THEIR UNIQUE REQUIREMENTS

OUR TEAM

Jitender Kumar

Founder Chairman

Our Senior most team member, Shri Jitender Kumar is our mentor and path finder. He brings with him more than 40 years of impeccable,

Neha Seth

Research Consultant

Dr. Neha Seth is a Ph.D from Indian Institute of Technology, Roorkee and Post Doctoral Fellow from Faculty of Management Studies (FMS)

Shivam Dixit

IT Expert

Shivam is an IIM Lucknow alumni, with over 10 years of experience in Information technology. He is helping Entrepreneurs worldwide

Vimal Kumar

Taxation Expert

Vimal is a commerce graduate from Delhi University and a qualified Chartered Accountant since 2011. His 9+ years of post qualification experience.

Piyush Pathneja

Board Member. Management Consultant

An MBA from XLRI Jamshedpur, Piyush is currently serving as Associate Partner with BAIN & Company. He guides EA Capital strategy as an Honorary Consultant.

Why Choose Us?

Business Planning & Finance
We are AMFI registered Mutual Fund Distributors providing the latest technology to clients so that they can have a detailed view of their investments in the best possible way. We strive to provide customized reports to clients so that they can have a better view of their portfolio.
Cash Flow Statement
We are having more than a decade of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. 

Testimonials

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
Siddhartha Gupta
Siddhartha Gupta
Sr. IT Consultant
Unlike most IFAs, It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial planning has already put me in a much stronger position. I have no problem in recommending him to my friends".
Himanshu
Himanshu
Sales & Marketing
We thank u for the work u have done for us over the past yrs. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial assessment has saved us significant amount of money. May u prosper along with ur clients.
Krishnan Mishra
Krishnan Mishra
Sr. Developer
It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to mutual fund has already put me in a much stronger position. I have no problem in recommending him to my friends".
Bhavana Gupta
Bhavana Gupta
Advocate, High Court Lucknow

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