Welcome

About us

Mohit Jagga, Financial Advisor, Mba(Finance) , Ma in English and good grip in Financial Industry. We are primarly imparting Financial Planning Services to Retail,Corporates as well as to Hni Clients. We have been in this Industry since 2012 and Managing Clients in Pan India as well as to Nri Clients also .

We have a great grip on Indian Economy ,that is why We have Competetive Advantage.Our prime motto is to Manage clients behaviour as it is more important than Managing Money.I am running my You tube channel, Writings Blogs to Educate the Investors.As a Products, We have number of Products in Financial Industry, but we focus primarly on Mutual funds as it is the only Product which has created Wealth in the Past and We have history of performance more than 20 years of the same.

What We Provide

Our Services

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.

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.

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.

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.

Product

Our Product

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MUTUAL FUND

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.

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LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

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HEALTH INSURANCE

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.

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REAL ESTATE

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

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Indices

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