1. Wealth Management: We specialize in providing comprehensive financial advisory solutions and end-to-end wealth management services to a diverse clientele including Corporate, High Net Worth Individuals (HNIs), Non-Resident Indians (NRIs), and Retail investors. Our approach involves conducting thorough analyses of financial goals, understanding customer insights, risk profiling, and offering tailor-made investment options and trading ideas. We primarily deal in stock markets and mutual funds. 2. Fundraising: We understand the critical importance of selecting the optimal finance mix aligned with the unique needs of businesses. Our expertise lies in identifying the most suitable methods for fundraising and connecting with the right set of investors. Through our experience, we not only assist in determining the right finance mix but also facilitate cost-effective funding solutions. 3. Investor Education and Training: Mr. Suhas Rajderkar, our esteemed promoter, is actively engaged in sharing knowledge and insights in the field of finance and investments. He regularly contributes articles on finance and investments to Marathi newspapers and magazines. Additionally, he delivers lectures to students and staff at esteemed institutions and companies, fostering financial literacy and empowering individuals to make informed investment decisions.

Financial Planning, Investment Planning, Estate Planning, Tax Planning, Insurance Planning, Life Planning, Retirement Planning, Education Planning, Real Estates Advisers.

Wealth Management Advisory Services, Investment Services.