ABOUT US

We started our business in the year 2019 and partnered with NJ Group for class-leading services & expertise having 30 years, and at present having a large number of satisfied clients. We help clients to achieve their financial needs with effective and smart investment needs. We are certified PMS distributors, Mutual Funds, and Insurance distributors recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).

We offer comprehensive financial distribution services, having a highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Capital Market80%
Fixed Income90%
Real Estate95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Management:
Mr. Prabhat Tripathi
Mr. Prabhat Tripathi is head for distribution. He has deep understanding of the distribution practices and its challenges.
 

 

© 2025 All Rights Reserved. "Name as per AMFI" AMFI- Registered Mutual Fund Distributor.
(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

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