AMFI-Registered Mutual Fund Distributor

About Us

Yogita Dand is a practising Certified Financial Planner since 2011 and a Registered Life Planner with the Kinder Institute of Life Planning, USA since 2014. She has been a taskforce member with Network FP in the year 2019 and has also been on the committee of the Financial Planning Study group in Mumbai as well as a founding member. Currently she is serving as a committee member to the advisory board of 1Finance.

Our Service & Products

01

Financial Planning

02

Insurance Planning

03

Wealth Management

04

Tax Planning

05

Mutual Funds

06

Life Insurance

07

Health Insurance

08

Direct Equity

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

40 crore +

Assets Under Management

500+

Clients Served

15 +

AMCs Associated

20 +

Cities Serviced

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