We offer comprehensive financial distribution services. We use our knowledge of Insurance, Tax Laws, PMS (Portfolio Management service), and Mutual Funds to suggest investment execution options to clients based on their long-term and short-term needs.
We are Certified Mutual Funds Distributors recognized by the AMFI (Association of Mutual Funds in India) and Insurance Advisors recognized by the IRDAI (Insurance Regulatory and Development Authority of India) and PMS (NISM XXI-A) You will enjoy single-window access to a wide range of financial products, adequate to help meet your diverse financial objectives.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
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Mr. Balram Jha (Founder & Director) |
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Mr. Balram Jha, QPFP®, CFPCM, has 20-plus years of experience in the Mutual fund and other financial products distribution space. A Qualified Personal Finance Professional, who holds a Bachelor of Commerce degree from Kolkata University. He also holds licenses from AMFI mutual fund distribution and IRDA Insurance Agency. |
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Mr. Abhiram Jha (Co-founder & Director) |
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Mr. Abhiram Jha, A Science Graduate from Kolkata University. He has huge experience (more than 20 years) in selling banking products and mutual funds distribution. He holds licenses from AMFI. |
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Mr. Jairam Jha (Tax Consultant) |
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Mr. Jairam Jha, a Bachelor of Commerce Degree holder from Kolkata University, has huge experience in managing clients’ Direct and Indirect taxes, GST and Income Tax Return filing, etc. |
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