Invest NOW to achieve
Financial Independence
Use our progressive strategies to Invest
Lets Get Started
Invest NOW to create
Passive Income
Use our progressive strategies to Invest
Lets Get Started
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Certified Financial Advisor

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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Our Services

We make money work 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 Investments

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 Investments

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

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Meet Our Team

Our experts in the field of crearting financial independance can always help you with any of your questions!

Divya Monigari

Founder & Director

Divya Monigari

Divya has over 10 years of experience in Financial services industry. She wants to make people happy and bring them smiles in their life by helping them make informed financial decisions. Her dream is to help our clients achieve happiness net worth and not just financial net worth!

Ravi Kiran Monigari

Certified Financial Planner

Ravi Kiran Monigari

Ravi Kiran is one of the top practicing Certified Financial Planners in India and is a member of Financial Planning Standards Board. He is very passionate about spreading financial literacy and his thoughts are expressed on YouTube and writings are published regularly in leading newspapers. His dream is to make a happy difference in the lives of people and help clients experience the Joy of realizing their Financial Nirvana

Testimonials

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Our Blog

The simplest way to we can communicate and exchange our perspectives

Financial Freedom Retire Early
Financial Planning

How To Achieve Financial Freedom In 8 Easy Steps

Are you searching for ways to achieve financial freedom?

For some, it may mean starting their own business.
For others, it may mean finding a way to lead a life without having to work

Whatever the case may be, it is important to know what financial freedom is and how to achieve it.

Read More »
Financial Planning

Budget Management Guide For Gen-Z

Gen-Z has advantages that were not available even to millennials. Most millennials have memories of sharing a single bedroom with the rest of the family, growing up in metro cities. And rest can never get over their parent’s frugal habits which in some odd way is the mantra of trending minimalism

Read More »