Started our monthly e-newsletter.

26th November 2024 We are thrilled to announce another milestone in our journey! After successfully completing the IRDAI Pre-Licensing Test, we are now authorized to offer the entire range of general insurance products through SBI General Insurance. This partnership with one of India’s most trusted financial service brands enables us to provide comprehensive solutions, including…

Nashik, 1st July 2023. Celebrated National Doctor’s Day. Celebrated National Doctor’s Day on 1st July 2023 to express gratitude and appreciation for the incredible work they do and how they make a significant difference in the lives of many and brings relief to numerous patients and their families. As a token of thanks to their…

Nashik, 9th June 2023 Attended a broad discussion arranged with MFDs on the 9th of June in Nashik. Gained valuable insight regarding the schemes of PPFAS mutual fund and their investing principles with Chairman and CEO – Neil Parag Parikh (Right) and Raunak Onkar – Head Research and Fund Manager (center). Read: Types of Mutual…

Qualified bronze club at Master Club 24 HDFC Ergo.

Nashik, 6th February 2023 Appreciation from Bajaj Finance Limited – Fixed Deposits for encouraging guaranteed savings through corporate term deposits FY 22-23 Read: What are Corporate Fixed Deposits and how they are different from regular FDs? Invest in corporate fixed deposits. Start here.

We are delighted to announce the relaunch of our monthly e‑newsletter, Bottom Line, on 10th March 2026. Originally launched on 5th May 2023, Bottom Line quickly became a trusted monthly wrap‑up for families and institutions seeking clarity in wealth and protection strategies. While it was paused due to time constraints, we are now bringing it…