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Discover MUTUAL FUNDS

Our Services

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances.
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WEALTH MANAGEMENT

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management...
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INSURANCE PLANNING

Insurance is an important risk management tool that can protect you and your family..
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TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability.
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RETIREMENT PLANNING

Retirement planning involves organising your assets and savings into plan that will meet your goals for retirement.
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LOAN

Own home is every family’s dream .But buying one is difficult as it involves lot of money which is not readily available...
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GOAL BASED PLANNING TOOLS


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CALCULATORS



Power of SIP Calculator

Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time with power of compounding.

GOAL SIP Calculator

Plan for your Goals by using this calculator to determine the monthly SIP investments you need to make to reach a particular goal.

SWP Regular Income Calculator

SWP helps you get a fixed amount every month. Use this Calculator to plan for your post-retirement and other regular monthly income needs.



Benefits

Zero Paperwork

Seamless on-boarding, quick and simple

360 ° Portfolio Monitoring

Get your existing portfolio in a jiffy

Safe and secure

Bank Grade Security

Zero Fees

We charge nothing from our Customers

Dedicated Wealth Advisor

Handpicked best Mutual Funds for you

Research

Hours of hard work to ensure your money works for you

Making Mutual Fund Investments

  • Simple
  •   
  •   Transparent
  •   
  •   Accessible

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* These are indicative and approximate figures towards your goal. Please feel free to change it to suit your requirement.

Our Partners

Contact Us



Our Address

2001, Silveroak, Prestige Residency, Waghbil, Ghodbunder Road, Thane West ,400615, Maharashtra

Our Number

+91 9823220050


Open Hours

Monday to Friday

8.30 am to 5.30 pm