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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Appreciation from HDFC ERGO Nashik Branch FY2022-23
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:…
Strategic Growth Insights from LIC Joint Team Meet
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…
Appreciation from BM 962 LIC
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.
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…
Expanding Horizons with SBI General Insurance
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…
Festive Boost at Bengali Cultural Festival 2025 in Nashik
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…
