ABOUT OUR ORGANIZATION

Our organization is an ancestral business running down 3 generations, protecting & creating wealth for its client’s since decades. Our milestones are a reflection of trust, commitment & values that are deeply ingrained in our relationship with our clients.

Our organization prides itself in being an ethically managed, quality focused & customer centric organization backed by strong domain knowledge & cutting-edge technology platform for the delivery of sustainable value to our clients.

Our Vision: Holistic Wealth Creation.

v    Our Mission: Turn Savers into Investors.

v    Our Motto: Ethics First, Business Second.

PRODUCT BASKET

• Mutual Funds & SIP
• Insurance – Life & General
• NPS & Bonds
• PMS
• Loan against Securities

TEAM

Ø  Mr. Krishna Chokhani - CFP^TM, LIC (MDRT Qualified), Acc.Technician (ICAI)

Ø  Mr. Ashutosh Chokhani - Chartered Accountant, CFA Level II Candidate

Ø  Mrs. Himanshi Chokhani – Chartered Accountant

FEW MILESTONES

ü         Active Families 1200+

ü        Assets Under Management 400+ Cr

ü        Life Risk Covered 200+ Cr

ü         Health Risk Covered 85+ Cr