We are a Mangalore based personal financial services firm. We have the required expertise to assist individual investors on financial, tax and investment planning. We are a AMFI(Association of Mutual Funds in India) registered Mutual Fund Distributor.
We offer a wide range of products and services under one roof, for the convenience and benefits of our customers
Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event.
Paying taxes is our duty – definitely (and statistically) not one of the peoples’ favorites. Almost every salaried man groans when tax is being deducted from his salary.
Financial freedom happens when you have enough cash and investments on hand to pursue the things you’re passionate about—regardless of how much they cost.
Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.
Life Insurance planning is a critical component of a financial plan that includes evaluating risks.
It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.
Use these financial calculators to help reduce your money stress and get motivated to take control of your finances by identifying your stress points and giving it a positive spin. Be realistic and honest. Make the most of your income. Small steps are key and start by taking one today!
Everyone needs clarity on how to manage their wealth - what they have, what they owe, and how the entire monetary system works. We empower our investors by providing them tools to grow their wealth, help them understand their money and make them more confident and happier.
Shop No F7, First Floor, Piomall,
Jail Road, Bejai, Mangalore-575004
+91 9900042636
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