Appreciation from Bajaj Finance Limited FY2022-23

Amidst the vibrant cultural celebrations and aromatic food stalls, our initiative stood out at the Bengali Cultural Festival 2025, Nashik (on 12th and 13th of April 2025). Our stall attracted steady footfall and genuine interest from visitors. With interactive tools like the “Capital Freedom Lifestyle Quiz,” lucky draw gifts, and the showcase of our books…

Qualified bronze club at Master Club 24 HDFC Ergo.

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…

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. Read: Create a lifelong guaranteed tax-free* income. Invest in Mutual Funds. Start here.

Nashik, 2022 Appreciation from LIC at 962 BM office for helping clients create guaranteed lifetime pensions with one-time investments. Read: How to create a lifelong guaranteed, tax-free* income? Compare and buy Term Insurance. Start here.

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…