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One of Mumbai’s leading and fastest growing Investment product distribution Company, was started in April, 2002 by Mr. Parag Sonavane a CFPCM (CERTIFIED FINANCIAL PLANNERCM). With more than two decade of experience in financial services, we help people to choose right investment products. Our clients comprise people from distinct walks of life – be it Individual Investors, Corporates, Non Resident Indians (NRI’s) or High Worth Individuals.
Known for our timely need based services, we offer a wide range of Mutual Fund products as well as Insurance products from the leading companies in India. we help identify the client’s need and help them in selecting the right investment product – right from Retirement, Child’s Education, Wealth Creation to Tax Investment etc. To experience just call us or walk into our office and feel the difference.
CERTIFIED FINANCIAL PLANNER
Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFP Certification wins trust and Presents opportunities worldwide.
CFP Certification is the highest level of Certification worldwide in the field of Financial Planning with over 1,00,000 CFP Certificates and widely respected by consumers, professionals & industry.
Being the Finest Financial Products Distribution Company in the World Following the Highest Standards, Ethics and Apply Innovative Technologies to Offer Unbiased Investment services.
“To Help People choose the right Investment Products”.
TRUSTWORTHINESS : To be Ethical & Transparent in Business & Inter Personnel Relationships with Clients , Employees & Everyone Associated with the Company.
PROFESSIONALISM : To Deliver Professionally the Best in All Areas of Operations with Responsibility , Punctuality , Flexibility ,Warmth & Set New Benchmarks in the Industry.
AMBITION : We should Always Strive Hard to Continuously Upgrade Ourselves, Achieve Bigger Milestones and thereby Attain Personal & Organizational Goals.
CONTRIBUTION : To Add Value on a Consistent Basis to the Investors thereby Contributing Growth in INDIAN Economy and the WORLD.
REWARDS : To give the best and get the best reward for our services rendered.
