Financial Planning is about defining the various financial goals, understanding the corpus requirements and drafting and implementing a financial plan to achieve the same. Investors often are unable to decide where to deploy their surplus, how to achieve a good rate of return and how much risk to take. We play the role of advisors cum executors who take on the burden of financial decision making from our clients. With a client relationship model, we ensure that we are in touch with all our clients. With a human face and voice to talk to, clients are assured that their investments are being taken care of. In terms of products, we engage in Mutual Funds, NPS, PMS, AIF, and Loans. In terms of services, our niche is in Goal Based Investing, Insurance Advisory and Tax Planning.