Becoming Rich is your
moral responsibility

Our service

Wealth creation is an Art & Science
- but very easy if learnt early

Our service

Wealth in good people 's hand
will do good to the society

Our service

we have the expertise

Financial Planning for home or Business

Our service

we help you raise that
strong pillar

The most important pillar of life is Wealth creation

Our service

Mutual Funds

Advice on the best funds available along with customized PMS portfolio.

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Financial Planning

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Retirement plan

Planning for financial freedom of an individual post retirement.

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We help you to grow your business

Serving over 100 corporates ranging from SMEs with 10 employees to MNCs with 2000+ employees

20

Year of
experience

88

Award
winning

324

Happy
customers

100%

Satisfied
customers

about us

We offer retail and corporate financial planning and advisory services which have increased the worth of my individual and corporate clients.

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Why choose us?

Experienced

Internal staff who have all completed customer service and empathy training

Error Free logins

We help you to protect your small business books from common accounting errors.

Hassle free Claims

Our team of national and regional claims adjusters and examiners has specific industry experience.

Complete peace of mind

Set peace of mind as your highest goal, and organize your life around it.

The most important pillar of life is Wealth creation
- Ms. G. Sujatha B.E., MBA,

get started

Our process

Assessment

01

It will dictate the clients risk rating and ultimately the investment strategy .

02

Goal Setting

Setting goals is an important step toward becoming financially secure.

Best products analysis

03

Process of evaluating businesses, projects, budgets and other finance-related entities.

04

Follow-up

A follow-up report aimed to consider the range of recruitment, development, retention and reward .

Reviews and control

05

Assistance in Treasury Review,Finance Effectiveness,Compliance & Control.

06

Re-set goals

Reviewing your past financial goals to make possible adjustments.

Assess and improvise

07

Assess and improvise as a practice helps facilitate change in an organization.

Certification

we can look at about most financial problems :

Special contribution

After the historic Chennai Floods and the catastrophic Vardha cyclone, helped settle over 50 Insurance Claims of worth ranging from a few lakh rupees to Rs. 3 Crore without a hitch within a very short time. Earned the enduring trust of clients by helping them get back on their feet after a calamity.

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Accomplishments


First and only Lady officer from Tamil Nadu

Accomplishments


Second Lady Officer in the India

Awards


All India Best Outgoing Cadet Award - Indian Air Force batch 1992

Accolades


Million Dollar Round Table Member (MDRT) for 9 years

Request a call back

If you have any questions, please feel free to drop me a line. If you don't get an answer immediately, I might just be travelling through the middle of nowhere. I'll get back to you as soon as I can. That's a promise!