About Us

Today we live in a world where a lot of information is available for anything we search for by means of newspapers, magazines, television and especially the internet.

The same is true even when we want to invest our hard earned bucks. We come across many investment plans and options.

What to choose from hundreds of available options and schemes? How much in each category of investment alternatives? These are quick questions that strike our mind and to answer them, we need a person who deeply understands market trends, vision of the current government and as well individual investor’s requirements and preferences.

I, Chetan Jani – SEBI registered Mutual Fund Distributor will make you aware about various mutual fund schemes and other investment instruments like Corporate Fixed deposits, life insurance plans etc. and then I will discuss with you regarding your current financial situation, risk appetite and life expectancy regarding financial independence. Thus, you will become yourself clear about where to invest, how much to invest, for what time horizon, what risk factors are associated and how much return to expect.

I have been in this business since 2006. I have seen many phases of the market; let it be the double-dip recession of american economy, change in the political scenario of the country or world, war amongst powerful countries and lockdown of the entire world due to coronavirus. I have noticed that after every downfall market surge and make a new all time high; thus, I understand how to turn each adversity into opportunity and I share this knowledge with my clients which gives them an entirely new vision to look at the problematic situations and how to convert them into favorable situations. Thus, clients themselves become powerful enough to earn a lot in best or even worst market
phases. I feel very satisfied when I observe my clients achieve their long term or short term investment goals.

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About Us

VISION

Let your dreams soar high- I will help you to make them a reality or fine tune them into achievable dreams

MISSION

Our ​focus is to streamline and simplify the investment process by de-jargonising and providing transparency. Great care is taken to ensure that our​​ ​solutions match the risk tolerance levels of clients.

Our Values

PROFESSIONALISM

PROFESSIONALISM

To Deliver Professionally the Best in All Areas of Operations with Responsibility , Punctuality , Flexibility ,Warmth & Set New Benchmarks in the Industry.

AMBITION

AMBITION

We should Always Strive Hard to Continuously Upgrade Ourselves, Achieve Bigger Milestones and thereby Attain Personal & Organizational Goals.

CONTRIBUTION

CONTRIBUTION

To Add Value on a Consistent Basis to the Investors thereby Contributing Growth in INDIAN Economy and the WORLD.

REWARDS

REWARDS

To give the best and get the best reward for our services rendered.

Contact us for information or any queries related to Finance Investments