Purpose
Our mission is to educate people about personal finances and how to effectively use various financial instruments to build and grow wealth while taking care of financial as well as personal risks with adequate insurance.
History
As a homemaker I used to manage finances at home. It gave me good experience of how to keep track of various expenses and how to save money. Slowly I ventured into trading and investment. After making initial losses, due to lack of proper strategy and process, I could then start making some consistent profits. It gave me very experince in trading stocks and derivatives, short and medium term investments in stocks and long term investments in Mutual Funds. With this knowledge, I thought of helping others in their financial journey with my knowledge gained till now in the last 10+ years.
WHO WE ARE
As a registered mutual fund distributor and national distributor partnered with Wealthy app, I can help with your needs in the areas of Mutual funds, Insurance (Life and General insurance), debt instruments like NCDs, bonds etc.