Review of your existing portfolio 

If you have an existing investment portfolio which you would liked to be reviewed, kindly email it to us.

Goal based financial planning 

I am sure you would you like to know –

How much your kid would require for his future education /marriage?

How much you need to save till retirement to maintain your current lifestyle ?

Fulfilling other goals like buying a house, car, planning a vacation etc.

Write to us, and we will help you out !

Tax planning and advisory

Do you fall in the highest income tax bracket and find that a huge chunk of your hard earned money is eaten away by taxes every year ? Find out how to minimize your tax liability  thorough proper planning and investing in tax efficient avenues without compromising on safety or returns.

Our email id is : sriraksha2007@gmail.com

A nominal fee, depending upon the size and nature of your portfolio may be levied for few of the above mentioned services.