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Investment services
Investment services
Investment services
We offer customized financial planning solution through detail client profiling and taking holistic approach by considering the investments across asset classes.
Insurance Services
Investment services
Investment services
We serve as a distribution partner to all major insurance companies with a wide range of insurance products offering both Life & General Insurance.
Tax Planning
Make your Will
Make your Will
We suggest propositions relating to preparation and filing of Indian ITR, make tax representations and make tax compliance for individuals.
Make your Will
Make your Will
Make your Will
We specialize in Will Creation, Wealth/ asset Distribution and Succession Planning for smooth inheritance.
Why us?
Planning Futures
We have years of experience in helping clients to prepare for meeting their Financial Goals. Ask us about:
- Financial Planning
- Investment Advice
- Retirement Planning
- Education Funding
As an independent Financial Adviser, we offer many products so as to achieve your Goal.
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest Long and Short term strategies that will help you realize your financial dreams.
About Us
CA. Santosh Goel
B.COM., FCA, LUTCF (USA)
President & CEO
Santosh Goel has been working in the financial services industry for over 19 years. He employs an integrated, consultative approach to assist his clients in all areas of financial planning including investment, tax, insurance, retirement & cross-border planning.