Our Story
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.


Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer gratification:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 30 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life.
Skill Strength
Team Member

Mr. Gandhar Kolathur

Mrs. Radhika Chandran
I, Radhika Chandran, will be your guide & financial advisor in your journey towards achieving full financial freedom, with a degree in Commerce , MBA in Finance & Business management from Mulund College of Commerce. I have over 30 years of experience in the field of Financial Advisory Services. Having serviced over 1500 individuals & 4500 policies, I wish to help more families realize their financial goals, & dreams.
To help my clients to the fullest, I keep myself update with the latest happening in the industry by regularly attending training sessions, meeting & seminars. Having deployed latest CRM technology, my clients have full control over viewing their portfolio, buying or redeeming their investments, payment reminders, financial calculators, industry related news, articles & much more.
Financial planning does not just mean accumulating money. It means to save money & invest in such a way that it generates wealth for your future offering complete financial security & comfort for you & your dependants.

Mrs. Pranali Hambir
Insurance Operations Support:
- Assist in managing and processing life and general insurance policies, ensuring all documentation is complete and up-to-date.
- Handle policy-related queries from clients, providing prompt and accurate information.
- Support the claims department in organizing and maintaining claims records.
- Assist in reviewing claims documents, ensuring all necessary information is collected and forwarded to the relevant teams.
- Follow up on pending claims and provide updates to clients
- Serve as a point of contact for clients, policyholders, regarding policy details, renewals, and claims.
- Handle escalations and coordinate with internal departments to resolve customer issues.

Mr. Vinod Tokekar
A skilled and result – driven finance professional with extensive experience in mutual fund management and investment strategies. Strong knowledge of equity, debt, and hybrid funds, with focus on long – term wealth creation for client proven track record of building diversified portfolios and delivering consistent performance across various market conditions.
- Portfolio management and asset allocation.
- Mutual fund performance evaluation.
- Client relationship management and advisory.
- Managing a diversified portfolio of mutual funds, including equity, debt, and hybrid funds, to achieve optimal returns while mitigating risks.
- Providing clients with tailored investment advice based on their financial goals, risk tolerance, and market outlook.
- Collaborating with analysts and fund managers to identify new investment opportunities and drive fund growth.
- Customize this based on specific experience , roles and achievements.