Mission or Vision - "Not to become a million dollars company but a group of financially satisfied families..."
Manoj Jain
(CEO)
Why Choose Us
We are available 24/7
We understand your needs better
We educate our clients while managing their portfolio
We work on those areas where others don't
We don't charge for advise
We are more worried about negative experience
We personally care your financial health like your family doctor
Our Service Level
We provide dedicated service at both investment and redemption time. Because we believe "Investment is made to fulfill your needs not others."
How Do We Work
Meeting on an appointment basis
Discussion over Objective/Goal behind the investment
Analysis of Risk Profile
Discussion over the plan
Execution of plan
Portfolio Update on Monthly basis
Online access of portfolio anytime and anywhere
Our Partners
We Focus On
Rebalancing of your existing portfolio
Monitoring your Goal
Construction of new portfolio
Customer Testimonials
Nischay Jain
I have been in touch with Mr. Manoj Jain since 2008, and still he is helping me in all good ways to lift my money up with all the smartest ways he has in his pocket. I would personally recommend, he is one of the most trustful man you can ever get in your life.