Our Services..
Ulip plan ( monthly monitoring )
Fund value updates
Need analysis for savings and wealth creation
Customised guaranteed plans
( short / long term )
About Us..
With an experience of 10 years in Kotak Mahindra Bank and life vertical..
Handling a portfolio of 160 clients in Pune, Bangalore, Europe and UK.
Our founder Mr Sumiit Raut follows an individual specific approach in creating a smart and diversified saving, investment or wealth creation portfolio.
* 10 years plus professional experience
* 160 clients Rs 1,01,39,734 ( AUM ) Traditional investment plans
* Rs 1,20,00,000 ( AUM ) Ulip fund value portfolio
Our portfolio
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Ashley Right
Designer
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John Paul
Developer
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Bill Jackson
Marketeer
Optimize your investment’s Portfolio returns.