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.
📞 Call Us: +91 89566 42933
📞 Call Us: +91 89566 42933
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.
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…
Gaining Insights into Health Insurance with SBI General On January 3rd, 2025, we had the privilege of attending a full-day training session on health insurance products conducted by SBI General Insurance. This comprehensive session provided in-depth knowledge about their diverse health insurance offerings, including individual and family floater plans, critical illness coverage, Super top-up options,…
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.
25th November 2024 We are thrilled to announce another milestone—successfully completing the IC38 certificate examination for general insurance. With this certification, we are now authorized to offer a wide range of general insurance products, including health insurance, motor insurance, fire insurance, marine insurance, and more. This marks a significant step in enhancing our ability to…
We’re proud to share that Kaushik Paul has been awarded the Zonal Manager’s Trophy (Western Zone) by LIC of India, recognizing our continued commitment to protecting families and inspiring lasting financial well-being. This honor was received on 4th September 2025 at LIC Branch 962, Nashik, from the hands of our respected Branch Manager Madam, in…
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…