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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.

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…

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…

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.

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…

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.