Our Services

Our goal is to empower our clients to make informed financial decisions, and we believe that education is the key to achieving this. We also offer investment & insurance services, where we create tailormade strategies plans for our clients based on their goals, risk appetite, and financial situation. This includes retirement planning, tax planning, estate planning, and more. At every step of the way, we prioritize transparency, honesty, and integrity in our dealings with clients. Our mission is to build long-term relationships with our clients based on trust, mutual respect, and a shared commitment to achieving their financial goals. We believe that financial education is a critical component of achieving financial success. That's why we place a great emphasis on educating our clients on various aspects of personal finance. We offer a variety of educational resources to help our clients make informed decisions about their finances. One of our most popular resources is our one-on-one meetings, where we sit down with our clients to discuss their financial goals, answer their questions, and provide guidance on how to achieve those goals. We also offer regular videos on our YouTube channel, where we cover a wide range of financial topics in an engaging and easy-to-understand format. Our webinars and seminars are another great way for clients to learn about personal finance. We host these events on a regular basis, covering topics such as retirement planning, tax strategies, investment planning, and more. These events provide an opportunity for clients to learn from financial experts and ask questions in a live setting. At every step of the way, we strive to provide our clients with the knowledge and tools they need to achieve their financial goals. We believe that by empowering our clients with financial education, we can help them make smart financial decisions and ultimately achieve financial security and independence.

Investment Planning

We are dedicated to helping our clients achieve their financial goals. With a wide range of investment products to choose from, we offer solutions to suit every risk appetite. Our products include fixed return instruments, mutual funds (both equity and debt), gold funds, dynamic and fixed asset allocation products, bonds, and stocks. Read More We understand the importance of risk assessment when it comes to investing, which is why we take the time to thoroughly evaluate our clients' financial profiles before recommending any products. This allows us to tailor our recommendations to each client's unique needs and goals. In addition to offering a diverse range of investment products, we also provide complete execution support to ensure a seamless investment experience. Our services include account opening, product education, transaction execution, tax considerations, and ongoing support to help our clients stay on track toward their financial objectives. Whether you are a seasoned investor or just starting out, we are here to help you grow your wealth and achieve financial success.Read Less

Insurance Planning

We understand that insurance plays a critical role in protecting our clients' financial well-being. That's why we offer a wide range of insurance products to meet our clients' diverse needs. We work with all major insurance companies to provide our clients with a comprehensive product portfolio, including both life insurance and general insurance products.Read More Our insurance product offerings include health insurance, accident insurance, critical illness insurance, term plans, vehicle insurance, commercial insurance, property insurance, and much more. We are committed to providing our clients with multiple choices and ensuring that they have access to the best possible coverage to protect themselves and their loved ones. We pride ourselves on our ongoing support and services, including complete renewal and claim support. Our experienced team is dedicated to helping our clients throughout the entire insurance process, from selecting the right policy to filing a claim. We have a rich history of settling claims dating back to 1999, which gives our clients peace of mind knowing they are in good hands. With our experienced team and wide range of insurance products, we are confident in our ability to provide our clients with the protection and security they need.Read Less

Corporate Solutions

Looking to improve your employees' financial wellness? At our company, we understand the importance of having financially literate employees who are satisfied with their job and their overall financial situation. We offer a unique Financial Management method that can help employers improve the financial well-being of their employees.Read More Our online live webinars and auto webinars cover a range of topics related to personal finance, including budgeting, saving, investing, and debt management. These webinars are designed to be engaging and interactive, providing practical tips and strategies that employees can use to improve their financial situation.By investing in the financial literacy of your employees, you can help them to better manage their money and reduce financial stress. This can lead to improved productivity, better morale, and a stronger overall company culture. Our Corporate Solutions are tailored to meet the specific needs of your organization, and we would be happy to discuss how we can help you improve the financial wellness of your employees. Contact us today to learn more about our Financial Management method and how it can benefit your company and your employees. Read Less

Stock Investing

Investing in stocks can be a risky venture and it's important to invest carefully. At our company, we understand the importance of making informed investment decisions, especially when it comes to the stock market. For investors looking for a long-term investment strategy, we offer a well-researched portfolio of blue-chip stocks.Read More Our portfolio comprises of companies that have been in the market for several decades and have a proven track record of profitability and wealth creation for their investors. We charge nominal fees for investing in this portfolio, and an investment account needs to be opened with us. For those looking for short to medium-term investment opportunities, we offer technical picks that can provide potential returns within a few days to a few months. These investments are inherently risky, and investors need to make their investment decisions at their own risk and are fully responsible for the ultimate consequence. At our company, we prioritize the well-being of our clients and believe in offering personalized solutions that cater to their unique investment needs. Our team of experts carries out thorough research and analysis before offering any investment opportunities to our clients. Contact us to learn more about our investment strategies and how we can help you make informed investment decisions. Read Less

WILL Writing

The topic of death is not an easy one to discuss, but it is important to be prepared for the inevitable. Many people resist the idea of writing a Will, but it is crucial to ensure that your assets are distributed according to your wishes after your passing. At our company, we offer complete Will writing services to make the process as smooth and stress-free as possible. Read More By creating a Will, you can avoid leaving your loved ones in a state of confusion and uncertainty regarding the distribution of your wealth. Your Will ensures that your assets are distributed amongst your survivors as per your wishes, with minimal effort on their part. Our team of experts understands the importance of creating a Will and provides comprehensive services to guide you through the process. We take the time to understand your unique needs and wishes, and provide tailored solutions that meet your requirements. We believe that creating a Will is a responsible and caring decision, and it is our mission to make the process as simple and straightforward as possible for our clients. Contact us today to learn more about our Will writing services and how we can help you create a Will that gives you peace of mind. Read Less

Futures Trading

Most Indians lose money in trading because they use their gut feeling, rather than a system. Indians love to speculate in the stock markets but unfortunately fail to learn the lesson. That is the reason we created the FINDAS NIFTY FUTURES TRADING MODEL. This is a system based on mathematical logic and it has been back tested till 2009. Read More The aim of this model is to beat the bank FD returns by a margin of 3 to 5 times. So if the bank FD returns are 7% per annum, this model is expected to deliver anywhere between 21% to 35% per annum. The trading is done in Nifty futures. Few advantages - One makes money when market goes up and when market goes down, no prior knowledge of trading is required, no need to watch the markets continuously - just 15 mins per day and you are done, no analysis required you just need to follow the system and count your profits. Watch this video to know how to use the FINDAS NIFTY FUTURES TRADING MODEL - Use this link to access and use the FINDAS NIFTY FUTURES TRADING MODEL.. You will need to open a Zerodha trading account for trading. The link for opening Zerodha account is provided inside the futures module. Sign up and proceed. Read Less