An Integrated Approach to Financial Planning 

our services

Mutual Funds

Diversify your investments with expertly managed mutual fund solutions.

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General Insurance

Comprehensive coverage to protect your assets and liabilities.

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Life Insurance

Safeguard your family’s future with tailored life insurance plans.

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Government ​Bonds

Secure fixed-income opportunities for stable financial growth.

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Loan with Securities

Leverage your assets to access flexible financing options.

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Portfolio Management

Safeguard your complete portfolio with minimal risk

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Our milestones

₹30 Cr+

Claims Paid Through Us

₹100 Cr+

Equity Mutual Funds

9000+

Policies Managed

3000+

Happy Clients

testimonials

What Our clients say about us?

Our certificates

PGP Academy - NSE Academy

HSBC Mutual Fund

PGP Academy - Moody's Anayltics

NISM

MDRT

Frequently Asked Questions

How to invest in a SIP?

To start a SIP, first, select a mutual fund that aligns with your goals. Then, decide the amount and frequency (e.g.Daily/ Monthly/ Quarterly) you want to invest.

Sign up through a credible and trustworthy investment platform which has experts helping you choose the best funds suitable for achieving your financial goals. Set up an auto-debit through a platform like BSE Star MF and start investing.

SIPs offer advantages like disciplined investing, rupee cost averaging, and compounding. Did you know that a Rs. 10,000 monthly SIP has the potential to create a corpus of Rs. 55 lacs over 15 years? 

How to choose mutual fund?

The best mutual fund to invest in depends on your investment horizon and goals. For long-term goals like retirement, child’s education, or buying a house, Equity Funds are ideal due to their growth potential. For shorter-term goals, Debt or Arbitrage Funds offer stability and lower risk.

SIPs are an ideal way of investing in a mutual fund as it provides the advantage of Rupee Cost Averaging and Compounding. The most ideal way to invest in a Mutual Fund is to follow a process of investing that is customised towards your financial goals and investment expectations. Having an expert who understands your unique financial situation and is able to create an investment roadmap is very critical towards choosing the right Mutual Fund for you. 

What is the best way to review my investment portfolio

The best way to review your investment portfolio would be in sync with your financial goals. For example, if any of your goals are drawing close, a portfolio review could be used to put a structured de-risking plan in place. Similarly, if you have idle money lying in low-risk funds that will not be needed for the next 5-7 years or more, you could start an STP into an aggressive, high growth fund. Remember, a portfolio review should not be used to evaluate funds based on short term returns, as that can lead to unnecessary churning in your portfolio. Ideally, you should review your portfolio once a year or in case of a major life event that could impact your finances.