Services

Services

Risk Management
  • Insurance Audit
  • Insurance Advisory
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Wealth Creation
  • Simplistic Financial Solutions
  • Suitable Product Distribution
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Tax Advisory
  • Tax Planning
  • Tax Return Filing
  • Advising on Salary
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Business Consultancy
  • Advising start-up in wealth management industry on product strategy
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Products

  • Mutual funds
  • PMS
  • AIF
  • Equity – Direct Equity, Unlisted Equity Shares
  • Fixed Income Products
  • National Pension Scheme (NPS)
  • Insurance – Health Insurance, Term Insurance

AMFI Registration of Mutual Fund Distribution in name of Nitesh Buddhadev