Financial Services
Comprehensive solutions to help you invest, protect, and grow your wealth with confidence.
Share Trading & Equity Advisory
Navigate the stock market with an expert by your side. As a SEBI Registered Broker, I provide end-to-end support for your equity investments, from research and strategy to seamless execution on the NSE and BSE.
- Direct equity investment in stocks of your choice.
- In-depth market research and personalized stock recommendations.
- Portfolio review and rebalancing strategies.
- Guidance for both long-term investors and active traders.
Mutual Fund Investments
Build long-term wealth through a disciplined and diversified approach. As an AMFI certified advisor, I help you create a goal-oriented mutual fund portfolio that aligns with your financial aspirations, be it retirement, education, or wealth creation.
- Systematic Investment Plans (SIPs) for disciplined investing.
- Selection of funds across equity, debt, and hybrid categories.
- Goal-based financial planning and portfolio construction.
- Lump-sum investment advice for capitalizing on market opportunities.
Life & General Insurance
Protect what matters most. With an IRDA license, I offer unbiased advice to help you secure your family’s future and safeguard your assets against life’s uncertainties. We’ll find the right coverage that fits your needs and budget.
- Life Insurance: Term plans, endowment policies, and ULIPs to secure your family’s financial future.
- Health Insurance: Comprehensive medical coverage for you and your family.
- General Insurance: Protection for your vehicle, home, and other valuable assets.
Tax Planning & Filing
Navigate the complexities of taxation with ease. My services are designed to ensure you remain compliant with all regulations while legally minimizing your tax burden, allowing you to keep more of your hard-earned money.
- Income tax return (ITR) filing for individuals and businesses.
- Tax-saving investment advice (under Section 80C and others).
- Capital gains tax computation and planning.
- Overall tax strategy to optimize your financial plan.
Ready to Discuss Your Financial Goals?
A single conversation can provide the clarity you need to make informed decisions about your financial future. Schedule a free, no-obligation consultation to get started.
(+91 94343 63887)