About Us
Our firm is the online as well as the offline investment platform, were you can find all the investment option including Life Insurance, General Insurance, Mutual Fund, Fix Deposit and more. We have wide experience of 12 years for the same field and having pleasure of the serving more than 5000 satisfied clients with our up to the mark services.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Mehul Rathod is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and intuits and suggests others of which you might not be aware but which might benefit you. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that my long terms goals will be met and well tended by Mr. Mehul, and I am delighted to have made his acquaintance and to be one of his clients.
Maulik Chauhan
Investor
Mr mehul Rathod is one of the best financial advisor I have met, he is very down to earth and his service is excellent and invester friendly and having gud knowledge
Dr. Rajiv Doshi
Investor
It is good experience to visit Mr.Mehul Rathod and see some of the services he is giving to customers.This is great service to Lic and its customers. – Thank you!
Happy Chauhan
Investor
Associated with you since 10 years. During this period I did not face any problem. My policies are getting renewed immediately, the claim is also done in a stipulated time. Overall the service is good and stress free.
Sandip Khavre
Investor
The Mutual Fund Guide Mr Mehul Rathod initially helped me understand how mutual funds work and after careful deliberations and risk profiling helped me step into the world of mutual funds.
Ghanshyam
Investor