Services

Life Insurance

We are the authorized life insurance provider since 2000, and currently we are servicing around 900+ policies and also specializing in risk management solutions to individual and corporates

Mutual Fund

We are AMFI registered MFD (Mutual Fund Distributor) since 2013 and providing investment suggestions and services to 200+ clients as on date, in Mutual Funds Domain

Home Loans

We are into this domain since 2003 and helped almost 900+ clients to achieve the dream called owing home. We are also hand holding till date for their service requirements on home loan platform.

Health Insurance

We are in this domain since 2010. We are servicing around 100+ client in providing them health insurance coverage. We also taking care on their claim's assistance for these long years.

Company Deposits

We are also providing deposit services of various company since 2017 and taking care of related services.

Corporate Training

Mr.N.Vaidyanathan started taking trainings, on the importance of giving awareness on Financial Planning life to various corporate employees since 2019. As on date he has covered around 1400+ participants.

Financial Planning

Mr.N.Vaidyanathan has also completed, his First Financial Planning degree in the year 2012 called FChFP (Fellow Chartered Financial Practitioner) from APFinSA Singapore. He also recently completed QPFP(Qualified Personal Finance Professional) from network FP, a highly reputed forum, in the Financial Industry domain, having a vision of creating a good quality and customer centric Financial Advisors.