Appreciation from BM 962 LIC

16th November 2024 We recently participated in the Joint Team Meet of LIC Branch 962, a gathering of esteemed insurance advisors and development officers. The event, graced by inputs from the respected SBM Madam, focused on equipping advisors with strategic tools and insights to achieve key milestones in the insurance business. The discussions provided a…

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.

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, 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…

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…

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…