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OUR SERVICES

Wealth management

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.  

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Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

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Tax planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority

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Retirement Planning

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses. During such times,

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OUR PRODUCTS

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together. Now, let's assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them. This is what a professional Asset Management Company does for mutual funds. The AMC invests the investors' money on their behalf into various assets towards a common investment objective.

You will do anything for the ones you love.Thinking about why you need life insurance can be an emotional and stressful task. However, life insurance is one of the most responsible decisions you can make to help ensure that your spouse, children or other loved ones can continue to enjoy the quality of the life they deserve. Life is unpredictable. So it is important to ensure that your family and loved ones are taken care of financially in case something should happen to you. This is where life insurance comes in.It can provide some financial peace of mind if the worst were to happen.

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies. Health insurance also known as mediclaim policy means medical policy which have the same meaning. Why Mediclaim policy needed?

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time. Our efficient and well qualified team remains dedicated towards maximizing the objectives of clients to the utmost level. The Fundsamental approach of our team is to explore the maximum values by managing the risky areas wisely. Searching a fresh solution, allowing an accurate peace of mind and exploring various synergies keep us at par than our competitors. Our real estate advisory team works jointly with owners, lender and even corporate users so that the complex transactions and informed decisions can be best made. Whether you are involved in residential or commercial projects, we only wish towards maximizing the value of your personal as well corporate assets.

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