Financial Planning
1. Wealth Creation
We design investment strategies that help you grow your wealth steadily through diversified portfolios, balancing both risk and returns.
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2. Pre-listed IPOs
Get exclusive access to promising IPOs before they hit the market, ensuring early investment advantages.
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3. Mutual Funds
Invest in expertly managed funds across equity, debt, and hybrid categories for long-term financial growth.
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4. Capital Bonds / Debentures
Secure fixed returns with low-to-moderate risk by investing in reputed corporate and institutional bonds.
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5. Government Bonds
6. Corporate FDs
A safe and reliable option with guaranteed returns backed by the Government of India.
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Earn higher interest rates than traditional savings with trusted corporate fixed deposits.
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7. Retirement & Tax Saving Plans
Earn higher interest rates than traditional savings with trusted corporate fixed deposits.
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Wealth Protection
1. Life Insurance
Protect your family’s financial security in case of unforeseen circumstances.
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2. Term Insurance
Affordable premiums with high coverage, ensuring long-term protection for your loved ones.
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4. Accidental Insurance
Get financial support in case of accidents, disability, or unforeseen mishaps.
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5. Vehicle Insurance
Affordable premiums with high coverage, ensuring long-term protection for your loved ones.
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7. Critical Illness & Travel Insurance
Cover high medical costs of critical illnesses and ensure a safe journey abroad.
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6. Business & Property Insurance
Minimize financial risks for your business operations and safeguard your assets.
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3. Health Insurance
Cover medical expenses with comprehensive health plans from India’s top insurers.
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6. Fire & Marine Insurance
Protect your property, goods, and assets from fire hazards, transit risks, and natural calamities.
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9. Insurance Partners
Star Health, ICICI Lombard, HDFC Ergo, Niva Bupa, Reliance, Bajaj Allianz, Tata AIA, SBI Life, LIC, Max Life, Future Generali, Aditya Birla, and many more.
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​Banking Products
Additional Popular Credit Cards (for more variety)
Personal Loan
We provide quick and hassle-free personal loans to meet your financial needs, whether it’s for medical expenses, education, travel, or big purchases.
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Business Loan
Empowering businesses to grow, expand, and achieve financial stability with tailor-made business loan solutions.
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Job Profile – Business Associate (BA)
As a Business Associate, you will start your journey with client servicing and gradually move towards leadership and management roles.
Business Associate (Customer Acquisition & Client Servicing)
Sales & Marketing, client interactions,face to face sales, tele-calling, attending meetings, workshops.
Communication, customer service, basic sales.
3–4 weeks
HRD Trainer (Leadership Development)
Recruitment, training, team development, corporate presentations.
People management, observation, planning.
8–12 weeks
Executive Trainer / Crew Leader (Team Leader Development)
Build & lead a sales team, set targets, networking, territory management.
Leadership, goal-setting, sales management.
8–12 weeks
Assistant Manager
Office administration, revenue management, interviews, planning & strategizing.
Crisis management, multitasking, coaching.
8–12 weeks
SBU Head / Owner
Handle overall operations, business planning, networking nationally & internationally.
Business management, entrepreneurship, global exposure.
8–12 weeks