About Company

welcome to our Company Page.

15 years of expertise in Wealth Management


Our Philosophy Is To Offer Our Clients A Complete 360°, End To End Wealth Management And Risk Management Solutions.

Learn more about what we do everyday

WHAT ABOUT OUR COMPANY

We Believe There Are No Short-Cuts To Wealth.

The New Idea To Cater The Needs Of An Investor Have Been Promoted By Our Management In The Year 2005. We Have Started With A Very Small Business And Gradually In The Upcoming Years And Years We Have Started Achieving The Milestones And Thus The Idea Of Incorporating Company Have Been Established And Thus In The Year 2014 We Incorporated The Company.

Incorporated The Business At A Small Town Of North Gujarat - Siddhpur In The Year 2005.
With The Desire To Work With More Client Base And Expand The Business Opened A New Branch And Head Office At Surat In The Year 2009
Again With Motivating And An Enthusiasm To Manage Wealth Of More Investors And Guiding Them Proper Inaugurated Another Office In The Year 2017 At Palanpur And Deesa In North Gujarat Location.

Milestones Achieved Till Now :

 

  • Highest Sip Application In The Year 2012
  • Takeover Another 2 Loss Making Company And Converted It Into Profit Making Company In The Year 2013
  • Takeover Again Another 3 Loss Making Company Into The Year 2014
  • Achieved Sip Mobilizastion Award In The Year 2016
  • Higest Broking Revenue In The Year 2017 , 2018 & 2020
  • Highest All Over The Industry In Online Revenue Generation In The Year 2018
  • Highest Sip Value All Over South Gujarat In The Year 2018
  • Acquired Another 5 Business In The Year 2018 And Generated Good Business.
  • Achieved Highest Premium Collection The Year 2019 In A Single Month.
  • Acquired Another Business In The Year 2020 And Converted Loss Making Company Into Profit Making
  • Awarded With The Highest Structured Portfolio Management In The Year 2015.
  • Awarded With The Highest Collection Of Pms In The Year 2016.
  • Awarded With The Highest Stock Acquisition In The Year 2019.