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.

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most. All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focus on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.

Right Experience & Skills:
We have rich experience in financial products distribution space and partnered with NJ group Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
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Our Products

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.
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E Wealth Account
MARS

OUR TEAM

Management:
Mr. Prabhat Tripathi
Mr. Prabhat Tripathi is head for distribution network. He has over 13 years of experience of self investment in financial products. He has deep understanding of the distribution practices and its challenges.
 

 

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