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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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…
Broad discussion arranged by PPFAS Mutual Fund with MFDs
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…
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Appreciation from Bajaj Finance Limited FY2022-23
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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…
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,…
