Get personalised guidance from an experienced mutual fund distributor
We as a team are actively helping our clients manage their life insurance policies with the LIC through us since 1990, we started advising, selling and servising health insurance policies in a big way after 2005 ( for the past 16 years ) at present having 3000 + satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Why Us
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Vision
Our Vision is to provide you with the most ideal options in wealth building for your overall financial well-being.
02
Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Crores of AUM
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Years of Experience
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Awards
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Our Team
Mr. Rajeev Lokapur
I, Rajeev Lokapur, did my graduation with a first class in the field of commerce and later did my MBA with first class distinction. My father has been a central government employee. He has now retired and is involved in serious literary work. I am very glad to be associated with the most trusted brand, the LIC of India.My areas of work are Life Insurance, Health Insurance and Financial Planning and mutual funds.To keep myself updated of the latest in my area of work I regularly read news, attend high-level training programmes and interact with professional colleagues.
Mr. Prathamesh Darekar
Prathamesh is a very well trained and experienced hand in Mutual Funds. He has very strong flair for understanding, handling and executing mutual fund transitions.
Mr. Kaustubh Lokapur
Kaustubh is the young joinee who is a first class commerce graduate, pursuing higher professional knowledge. He shall be assisting and understanding client requirements in the field of future cash flow needs of various family profiles.
