Established in the year 2002, with Life insurance licence, with the personal life challenges faced, which taught us the importance of preparedness to face life time hurdles. During 2005 acquired General insurance licence along with Mutual fund distribution AMFI Certification in 2006.
Being in the financial service arena, recognised the importance of enhancing the knowledge on a regular basis. The best way of achieving the same is only through imparting the knowledge to others, which we carved through becoming Facilitator’s of different learning and knowledge academies. Training facilitation also helps us in continuous learning process, dynamically updating knowledge and information. A highly respectable profession which scaled up, along with bringing satisfaction and contentment of helping clients & industry fraternity.
Presently we are serving in the arena of Mutual Fund Distribution as primary focus and secondarily as Life and General insurance agents along with facilitating in financial education & training to have good governance which helps in comfortable standard of life, managing a large satisfied and content client base across India.
We are also empaneled with major front line Asset Management Companies to offer vide range of MF products and services without any bias. The client satisfaction is of the utmost importance to us, which we shall nourish with the regular update of our knowledge, client interactions and quality of service.
Our perception of 4E's Educate, Empower, Evolve, Enjoy as four wheels with which
we would steer our future business module of MFD & Insurance.
Possesses the Qualification and Roles in the arena as follows: