5th May 2023
Started our monthly e-newsletter which provides concise, easy-to-understand insights tailored to our clients to keep them ahead of the curve with the latest news from global markets to emerging sectors.
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Nashik, 21st June 2023 Got appreciation from HDFC ERGO Nashik Branch for efforts and achievements in promoting and growing health insurance among the population in FY 2022-23. A certificate of appreciation was handed over by a senior official of the company at Nashik branch office as we missed the actual event held in Mumbai. Read:…
A New Milestone! Retail Partner with Bajaj Allianz
1st November 2024 We’re excited to announce that we are now Retail Partners with Bajaj Allianz Life Insurance! This partnership enables us to offer a comprehensive suite of their products, providing diverse solutions to meet all your life insurance and investment needs. Through a team of dedicated insurance advisors, we aim to deliver tailored recommendations…
Strategic Growth Insights from LIC Joint Team Meet
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Relaunching Bottom Line – New, Revamped.
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…
Appreciation from Bajaj Finance Limited FY2022-23
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Investor Awareness Program: 21st Feb 2025
We recently had the privilege of organizing an online Investor Awareness Program for the employees of Hitachi Cash Management Services, India in association with AssetPlus. This session aimed to educate participants on the basics of investing and mutual funds, following the AMFI (Association of Mutual Funds in India) guidelines. Investing wisely is key to achieving…
