Who We Are ?
Dedicated Team of SEBI Registered Professionals
Compliant and Committed towards turning smallest of the investment buckets into MEGA Portfolios, we have helped create programs and portfolios to meet long-term financial goals since 2010.
Our team comprises people with different kinds of finance experience, with one thing in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
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Comprehensive Financial Plan
includes
Income Assessment > Expenses Assessment > Income Boosters > Expense Curtailers > Assets Assessment > Liability Assessment > Networth Calculator > Financial Ratios > Financial Goal Identification > Budgeting > Financial Planning > Retirement Planning > Wealth Tracker > Tax Planning > Insurance Planning
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Options Trading Workshop
Introduction to F&O
Options Greeks
Options Spreads
Straddles & Strangles
Covered & Protective
Collar & Butterfly
Technical Trade Set Up
Illustrations
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THE RUPEE RHYMES (KIDS)
Intro to Money Matters
Power of Compounding
Ideal Saving Habits
Basic Account Handling Procs
Time Value of Money
Inflation
Financial Inspiration
Story Telling
What Our Subscribers Say?
Varun Kumar Singh
Varun Kumar Singh
Varun Kumar Singh
Senior Consultant, Capgemini, Pune, India
You have been my mentor in the world of stock market since Oct, 2010 (Coal India IPO Issue Date). I would like to express my thanks for the work, planning and advice, you have given to me and my brother over the past few years. The expertise and attention with which you have handled our financial
Senior Consultant, Capgemini, Pune, India
You have been my mentor in the world of stock market since Oct, 2010 (Coal India IPO Issue Date). I would like to express my thanks for the work, planning and advice, you have given to me and my brother over the past few years. The expertise and attention with which you have handled our financial affairs are worth appreciating. Your continual advice on financial planning has not only saved us significant amount of money but has also ensured that we are always on our path to financial freedom.
May you prosper, along with your clients!
Harit Narke
Varun Kumar Singh
Varun Kumar Singh
Senior Consultant, Barclays, Pune
You guys are passionate and knowledgeable entrepreneurs with a genuine interest in achieving the best for your clients and this is what makes you a unique Financial Adviser. Your dedication to clients, business excellence and grasp on personal finance domain sets you apart and I would highly recommend you
Senior Consultant, Barclays, Pune
You guys are passionate and knowledgeable entrepreneurs with a genuine interest in achieving the best for your clients and this is what makes you a unique Financial Adviser. Your dedication to clients, business excellence and grasp on personal finance domain sets you apart and I would highly recommend you to anyone wanting to achieve better financial outcomes. Thank you for being there all the time.
Nitin Bhatia
Varun Kumar Singh
Nitin Bhatia
Senior Consultant, SAP (Fin), Capgemini, Hyderabad
I had been trading on NASDAQ / DOW / NYSE stocks for last 3-4 years and moved back to India last summers. Trust me, it takes months and years to do research and find good liquid stocks to play around when you switch to a new country. Though there are several companies who boast of giving p
Senior Consultant, SAP (Fin), Capgemini, Hyderabad
I had been trading on NASDAQ / DOW / NYSE stocks for last 3-4 years and moved back to India last summers. Trust me, it takes months and years to do research and find good liquid stocks to play around when you switch to a new country. Though there are several companies who boast of giving perfect recommendations, but this is the one which I have seen working genuinely in the true interest of their clients. Outstanding recommendations, technically perfect stop-losses and most importantly, targets are achieved way before the target date. Amazing part is they are not only providing stock recommendations but also help you with portfolio advisory services like retirement planning, tax planning, insurance planning and much more. They also have a fine tuned training curriculum where they guide you about complex market instruments which are otherwise difficult to understand. Highly recommended !