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AMFI & IRDA Registered · Belgaum, Karnataka

Build Wealth
With Purpose

Expert mutual fund guidance, insurance planning, real estate advisory, and personalised portfolio management — designed for your long-term financial success.

FF-07, KSSIDC's Techno Industrial Complex,
Khanapur Road, Udyambag, Belagavi – 590008, Karnataka

AMFI Registered IRDA Registered

Why Choose Us?

Safe, goal-based investment strategies built for lasting growth.

SIP & Lumpsum Planning
Insurance & Risk Coverage
Real Estate Advisory
Tax Saving (ELSS) Guidance
500+ Happy Investors
·
9+ Years Experience
·
13+ AMC Partners
·
₹10Cr+ Assets Managed
·
AMFI Registered
·
IRDA Registered
·
Belagavi Karnataka
·
500+ Happy Investors
·
9+ Years Experience
·
13+ AMC Partners
·
₹10Cr+ Assets Managed
·
AMFI Registered
·
IRDA Registered
·
Belagavi Karnataka
·
Our Strengths

Why Choose Us

Built on trust, transparency and deep financial expertise — delivering results for every investor.

AMFI & IRDA Registered

Fully licensed and regulated financial advisor — mutual funds under AMFI and insurance under IRDA, giving you complete compliance and peace of mind.

Goal-Based Investment Planning

Every investment recommendation is anchored to your life goals — retirement, education, home purchase — not generic market predictions.

Transparent & Ethical Advisory

No hidden commissions, no mis-selling. You receive honest advice with full disclosure of costs, risks and expected returns before every decision.

Personalised Portfolio Strategy

Your portfolio is customised based on your risk appetite, income, and investment horizon — not copy-pasted from a model portfolio.

Long-Term Wealth Focus

We focus on compounding-driven, long-term wealth creation through SIP discipline — not short-term speculation or trend chasing.

Dedicated Client Support

Direct access to your advisor — no call centres. Regular portfolio reviews, annual rebalancing, and ongoing guidance whenever you need it.

What We Offer

Our Services

Professional investment solutions designed for long-term wealth creation and financial security.

Financial Planning
01

Financial Plan

Complete roadmap to manage savings, investments and future goals effectively.

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Investment Advice
02

Investment Advice

Personalized mutual fund guidance based on your goals and risk profile.

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Investment Awareness
03

Investment Awareness

Learn compounding, SIP benefits, market knowledge and smart investing habits.

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Insurance Planning
04

Insurance Planning

Protect your family with correct insurance planning aligned to your goals.

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Tax Planning
05

Tax Planning

Save taxes legally using ELSS and structured investment strategies under Section 80C.

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Retirement Planning
06

Retirement Planning

Build a retirement corpus using SIP and long-term wealth strategies with inflation protection.

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Children Education
07

Children Education Plan

Secure your child's education with disciplined long-term investments and milestone planning.

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0
Happy Investors
0
Years Experience
0
AMC Partners
₹10Cr+
Assets Managed
Mutual Fund Plans

Fund Categories

Different mutual fund categories suitable for every type of investor and investment horizon.

Flexible investment solutions including SIP, SWP, STP & Lump Sum to help you build, manage and preserve wealth.

Large Cap Funds

Stable investment with consistent long-term growth in India's top companies.

● Low Risk

Mid Cap Funds

Moderate risk and high growth potential in growing companies.

● Medium Risk

Small Cap Funds

High return potential for investors with strong risk capacity and long horizons.

● High Risk

Hybrid Funds

Balanced mix of equity and debt for stability and consistent growth.

● Balanced

Debt Funds

Safe option focusing on bonds and fixed income instruments.

● Safe

ELSS Tax Saving

Save tax under 80C with equity returns and 3-year lock-in.

● Tax Saving
IRDA Registered Advisor

Insurance Plans

Comprehensive insurance solutions to protect your family, health, assets and future — all under one roof.

Pension Plans

Systematic retirement income with tax-efficient pension investments.

Retirement

Life Term Insurance

Pure life cover at affordable premiums — maximum family protection.

Life Cover

Health Insurance

Cashless hospitalisation for individuals and families across 5000+ hospitals.

Medical

ULIP Plans

Investment growth and life insurance combined in one product.

Invest + Insure

Child Insurance

Dedicated child plans for securing education and life milestones.

Future Ready

Home Insurance

Protect your property against fire, flood, and natural disasters.

Property

Motor Insurance

Comprehensive vehicle insurance — accidents, theft and third-party cover.

Vehicle
Property Investment

Real Estate Advisory

Your trusted partner for buying, selling and investing in property across Belgaum and Karnataka.

Real estate is one of India's most stable wealth-building asset classes. Whether you're a first-time buyer, looking to sell your property, or invest for rental income and capital appreciation — we guide you every step of the way.


From residential flats and bungalows to commercial plots and agricultural land, we help you make smart, informed decisions backed by local market insight.

🏘

Residential Property

Find your dream home — flats, bungalows, villas and row houses in Belagavi's best localities.

Buy / Sell
🏢

Flat & Apartment

Modern apartments and under-construction flats with investment and resale advisory.

Investment
🌾

Land & Plot

Residential and agricultural land deals with clear title verification and full legal support.

High Returns
Trusted Names

Our AMC Partners

We work with India's leading 13+ asset management companies for the best investment outcomes.

Axis
HDFC
ICICI Prudential
Kotak
Nippon
SBI
UTI
DSP
Mirae Asset
Franklin Templeton
Aditya Birla
LIC MF
Tata MF
Axis
HDFC
ICICI Prudential
Kotak
Nippon
SBI
UTI
DSP
Mirae Asset
Franklin Templeton
Aditya Birla
LIC MF
Tata MF
Plan Ahead
Investment Calculator

Comprehensive SIP and Lumpsum calculator with year-by-year breakdown, growth chart, inflation-adjusted returns, and step-up SIP simulation.

Preset returns:
Year-by-Year Breakdown
Get Started Today

Let's Build Your
Financial Future

Call or WhatsApp for personalised mutual fund, insurance, and real estate guidance tailored to your goals. Direct access — no call centres.