Money, arranged around your life.
Not around products, targets, or what pays the most commission this quarter. Tell us where you are in life — we'll show you what belongs in your portfolio, and what doesn't.
Illustrative, not a recommendation. Every plan is built for the individual after a conversation.
years in the industry
offices — Noida, Gr. Noida, Dehradun
asset classes under one roof
regulators we answer to
Five asset classes,
one point of contact.
Each product gets its own page — what it is, why it helps, who it suits, at which stage of life, and what to watch out for.
Mutual Funds
SIP, SWP, STP, lumpsum, ELSS, children's and retirement solutions.
→ 02 / PROTECTIONInsurance
Health, term, motor, savings plans, ULIP and general insurance.
→ 03 / STABILITYFixed Deposits
NBFC and housing finance deposits — Bajaj, Shriram, LIC HF, PNB HF, Mahindra.
→ 04 / INCOMEBonds
RBI Floating Rate Savings Bonds and secondary market bonds.
→ 05 / LONG HORIZONRetirement & Alternatives
NPS, PMS, AIF, SIF and GIFT City investment routes.
Eligibility applies · enquiry onlyWhat we won't do.
Anyone can list what they sell. In this industry, what a distributor refuses to do tells you more.
We won't sell you a ULIP as an investment.
A ULIP is insurance with an investment component, and it suits a narrow set of situations. If a plain term policy plus a mutual fund serves you better, that's what we'll say — even though the ULIP pays us more.
We won't chase last year's best fund.
The top of last year's chart is where money goes to be disappointed. We build around your dates and your numbers, not around a leaderboard.
We won't promise a return. Ever.
Nobody can. Anyone who does is either breaking the rules or planning to be gone before you find out. Illustrations on this site are assumptions, and they're labelled as such.
We won't call you only at renewal time.
A plan gets reviewed twice a year, in a scheduled conversation — not in a panicked call three days before your premium lapses.
We won't put you in a product we can't explain in one page.
If a product needs twelve pages of fine print to justify itself, it needs a very good reason to be in your portfolio. Most don't have one.
Put a number on it.
Move the sliders. Nothing is saved, nothing is sent.
What a monthly habit turns into.
Illustration only. Assumed returns are not guaranteed; actual results will differ.
Drawing a monthly income from a corpus.
Illustration only. "Runs out" means the corpus is exhausted before the period ends.
Start from the goal, work back to the monthly amount.
Illustration only. Assumed returns are not guaranteed; actual results will differ.
Tell us what you're trying to do.
An advisor calls back within one working day. Nothing is sold on the first call.
Greater Noida West
A-103, Block A, Sector 3, Greater Noida West — 203106
Noida
B-87, Ground Floor, Opp. ICICI Bank, Sector 50, Noida, U.P. — 201301
Dehradun
Office 102, Neelkanth Complex, 43 Rajpur Road, Opp. Secretariat, Dehradun, U.K. — 248001