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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A New Milestone! Retail Partner with Bajaj Allianz
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
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,…
Honoured with the Zonal Manager’s Trophy – A Milestone of Purpose ?
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…
Investor Awareness Program: 21st Feb 2025
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…
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…
Appreciation from Bajaj Finance Limited FY2022-23
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.
