Features

Build wealth

Start Regular, Monthly Investments & create Corpus for meeting future financial needs. You can start as low as Rs. 500/month.

Save for a goal

You can define how much you wish to save and by when and we will make a plan for you.

Park money safely

You have money lying idle in the bank account? You may invest and earn more interest.

Save Tax

Depending on your current tax exempted investments, We will help you to make additional Tax Saving Investments

Zero Fees

No UpFront cost / Fees to Clients. We earn Small Fee From the Mutual fund companies For the additional Services We Provide

Invest Better

Fund selection, tax implications, re-balancing, and annual review. Shalibhadra does it all With Experience of 35 years

How does your plan work?

Get customised advice in less than 7 minutes


Build

Define Fin Roadmap We Will help you Know What is right For you

Execute

Time to act as Per the Plan. Contact our Office to get it done

Track

Track your investments online. Our Propritary tools Will help you make plan & track investment.



 

Milestones

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