Our Services
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Financial Planning

Working in conjunction with you to meet your future financial goals considering factors like current net worth, tax liabilities, asset allocation, and future retirement and estate plans.

Child Education Planning

Plan to provide financial security during the most crucial period of child's life.

Child Marriage Planning

To gift your child a grand wedding, planning of the amount you need to save to attain your desired corpus for the wedding.

Health Insurance

The benefits of health insurance can be summarized as the services you receive from your health insurance company. You can have certain areas of your health insurance plans cover certain types of injuries or illnesses more specifically, so that you pay less for recurring things like office visits and medicine, or you can spread out your coverage as a more general purpose plan.

Tax Planning

Tax planning to make the best use of the various tax exemptions, deductions and benefits to minimize your tax liability over a financial year.

Portfolio Planning

Designing an investment portfolio to determine which investment vehicles will help you pursue your personal goals closely tied to factors, such as liquidity needs, time horizon, and risk tolerance.

Estate Creation

Using term insurance, universal life or a combination of the two, we can design an estate strategy for you that will ensure coverage when you need it most – in the most cost effective manner.

Loan Liability Coverage

Insurance policy which protects you from legal payouts and costs for which the policyholder is deemed to be responsible.

Life Insurance

Life Insurance is the safest and the most secure way to protect your family or dependents against financial contingencies that may arise post the unfortunate event.

Mutual Funds

Mutual funds offer a wide bouquet of investment options – equity schemes, fixed income schemes, money market schemes, hybrid schemes, ETFs etc. which we can plan as per your needs.

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Our Team
  • Naresh Thakkar
    Certified Financial Planner
  • Neeta Thakkar
    Branch Head
  • Mehul Thakkar
    Sales and Marketing Head
  • Niral Kapadiya
    operation and administration manager