Our Credentials

We are qualified in the levels of Associate Financial Planners from FPSB India and CPFA-Certified Personal Financial Advisor certification which is jointly developed by NISM-National Institute of Securities Markets established by SEBI and FPCIL - Financial Planning Corporation [India] established by FPSB INDIA - Financial Planning Standards Board Of India,. a certification aims to enhance the quality of financial advisory and related services. We are also empanelled with major frontline Insurance [Life and General] and Asset Management Companies to offer vide range of products and services without any bias. Our client relationship is well managed with regular interaction seminars and review investor meets, which is well supported by the latest know how and technology.

Certifications