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About Us

We are an AMFI recognized, award-winning Investments solution firm, whose competitive advantage is based upon personalized client service and delivering peace of mind to our clients.

Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.

Our Expertise

We are a nationally recognized, award-winning wealth management firm, whose competitive advantage is based upon personalized client service and delivering peace of mind to our clients.

Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.

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We Make Money Work For You

what can we do for you?

Tax Saving

Tax Saved in Money Earned. Tax planning is one of the most important aspects of personal finance. which forms an integral part of savings and investments.

Retirement Investment

The word 'retirement' brings a relief and joy to many people who work hard daily. Retirement could mean relaxing at home. For some, it could be going on a road trip with friends.

Child Education Investment

Education is the passport to the future, tomorrow belongs to those who invest for it today

Passive Income

Passive Income is an Income that is generated from your Investments making money work for You

Insurance

All of us wish to achieve financial freedom and also ensure enough money is available for financial needs for an Individual and a family.

Goal Based Investing

Investments aligned to events in your life as you live ensuring money is available in all situations giving you freedom of time

Get Started to become Financial Independant

Start learning with interactive consulting. It’s fun, easy, and takes only a few minutes!

Consult NOW

The More we know about your present, the better we can plan. Get customized advice on Income and Expenses

Invest NEXT

Implement your customized advice, recommendations and monitor them in our single platform

Create Your Wealth

Track, Review, Adjust to create your wealth to aim for your goals. Staying on your plan gives better results

Divya Monigari

Founder & Director

Ravi Kiran Monigari

Certified Financial Planner

our work inspires smiles

The Faces Behind Our Success

Meet Our Clients

They Believe In Us

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