As per Geo-political situation, PE/PB/BY/EY/ etc and many news reports Mkt seems to be getting
Offering a diverse array of products & services including Integrated Financial Planning, Wealth Management, Retirement Planning, Tax Consulting, Insurance and Loan Solutions. Furthermore, we undoubtedly aim to deliver independent, superior quality & quantity customized services that help maximize our client’s wealth.
Our able Team comprises of Ex Government Financial planner and IIM Ahmedabad Alumni, Chartered Accountant and former Investment banker comprising decades of experience in financial management.
Col Sandeep Mahalwar (Retd.), an Ex NDA and Staff college qualified officer with MSc, MBA(Finance) and an IIM Ahmedabad Alumni. Has an experience of over two decades doing Financial Planning and Investment Management as a hobby. Held key and regular finance related appointments including Joint Director Financial
Planning & Budgeting at Ministry of Defense(Army), managing more than ₹1Lakh Crores each year for three years. Commanded two units and was directing staff and
visiting faculty at a Premier National Institute preparing mid-level officers to tenet financial planning appointments to include an introduction to Investment management.