ABOUT FOUNDER

MR. JATIN KHANNA

He is into Financial planning and Investment management from past 12 years. Jatin has obtained valuable experience in Stock Broking  and financial planning by working with companies like Karvy private wealth , Tata capital , Angel broking And Indiainfoline. 


He started his own venture in 2014 In partnership with Indiainfoline group & wanted to go that extra mile for his clients and people who trusted him with their hard earned money and give them service of the highest quality which he found was missing with almost every Financial company in India all they focused on was making their Client base big and increase Asset under management .


'' We will only serve best and will tie up and recommend the best of the best , Nothing less than the best & for me preserving money comes before everything else  ''


Jatin khanna


Qualification

 Certified Financial Planner - Fpsb India

 

  1. Financial Planning
  2. Risk Analysis & Insurance Planning
  3. Retirement Planning & Employee Benefits.
  4. Investment Planning
  5. Tax Planning & Estate Planning
  6. Advanced Financial Planning


NISM-Currency,Derivatives,capital markets.

AMFI , IRDA certified .

Commodity banker -IIBF

Stock market operations and management -BIFM

Bcom(hons) Delhi University

My Motto

You dream, we make it real & We will work according to our Clients goal in mind , Financial planning is key to wealthy life and we wish to give this key to our every  Big or Small Client !!