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.
Our Services
We make money work 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 Investments
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 Investments
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
Start learning with interactive consulting. It’s fun, easy, and takes only a few minutes!
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
HAPPY
FAMILIES
HAPPY
INDIVIDUALS
FINANCIAL COACHES
WORKING FOR YOU
HAPPY
CLIENTS
Meet Our Team
Our experts in the field of crearting financial independance can always help you with any of your questions!
Divya Monigari
Divya Monigari
Ravi Kiran Monigari
Ravi Kiran Monigari
Testimonials
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Our Blog
The simplest way to we can communicate and exchange our perspectives
9 MONEY HABITS THAT KEEP YOU POOR FOREVER
Some of the money habits hold you back from living your desired life and keep you trapped in a cycle of financial instability. By recognizing and addressing these habits, you can embark on a journey towards attaining financial freedom and creating a stress-free future for yourself.
HDFC Ergo Optima Secure Non Medical Expenses Exclusions
HDFC Ergo Optima Secure covers most of the non medical expenses
but still there are few expenses a patient may undergo and excluded from health insurance policy