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Create Passive Income
Achieve Financial Independence
Use Our Progressive Strategies To Invest
About Us
We are an AMFI recognized, award-winning Investments solution firm, whose competitive advantage is based upon personalized client service and delivering peace of mind to our clients.
Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.
Our Expertise
We are a nationally recognized, award-winning wealth management firm, whose competitive advantage is based upon personalized client service and delivering peace of mind to our clients.
Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.
We Make Money Work For You
what can we do for you?
Tax Saving
Tax Saved in Money Earned. Tax planning is one of the most important aspects of personal finance. which forms an integral part of savings and investments.
Retirement Investment
The word 'retirement' brings a relief and joy to many people who work hard daily. Retirement could mean relaxing at home. For some, it could be going on a road trip with friends.
Child Education Investment
Education is the passport to the future, tomorrow belongs to those who invest for it today
Passive Income
Passive Income is an Income that is generated from your Investments making money work for You
Insurance
All of us wish to achieve financial freedom and also ensure enough money is available for financial needs for an Individual and a family.
Goal Based Investing
Investments aligned to events in your life as you live ensuring money is available in all situations giving you freedom of time
Get Started to become Financial Independant
Consult NOW
The More we know about your present, the better we can plan. Get customized advice on Income and Expenses
Invest NEXT
Implement your customized advice, recommendations and monitor them in our single platform
Create Your Wealth
Track, Review, Adjust to create your wealth to aim for your goals. Staying on your plan gives better results
Divya Monigari
Founder & Director
Divya Monigari
Founder & Director
Ravi Kiran Monigari
Certified Financial Planner
Ravi Kiran Monigari
Certified Financial Planner
Ravi Kiran is one of the top practicing Certified Financial Planners in India and is a member of Financial Planning Standards Board. He is very passionate about spreading financial literacy and his thoughts are expressed on YouTube and his writings are published regularly in leading newspapers. His dream is to make a happy difference in the lives of people and help clients experience the Joy of realizing their Financial Nirvana