About Us
WHO WE ARE ?
We provide professional guidance and financial products distribution services to the investors since 2017. We serve customers Financial Budgeting, Portfolio Creation and Financial Services rendered on the basis of needs and requirements of the Investors.
We provide professional guidance that focuses more on your goals and not on just selling financial products.
We believe in serving the expert advice and updated knowledge to our investors by,
- Risk Profiling and Reviewing
- Customizing Portfolio as per Goals
- Periodical Reviewing Portfolio
- Tax Planning and Savings
- Finance Budgeting and Growth
- Investment Planning and Securities
- One Platform for all Financial Services
- Holistic Approach and Unbiased Services
"In our way of working, we attach a great deal of importance to humility and honesty; With respect for human values, we promise to serve our customers with integrity."
Team Members
Riddhi Vijay Shah - MBA-Fin, BBI
Founder| Mentor| Advisor and Distributor
Experience in Industry of 8 years in BFSI, Financial Planning and Services. Worked for Marketing, Sales, Financial Educational Consultant and Administration background in the following years.
Certified with Mutual Fund Distributors from NISM
Certified with Financial Market and Currency Derivatives from NCFM
Certified with Financial Modelling
Associate partner
