We provide right product for your need
What We Do?
The service we offer is specifically designed to meet your needs.
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked
HOW IT WORKS?
Here are the 3 working steps on success.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Client Testimonial
This letter is to thank Ms Anuja Dhanuka for conducting the most interesting and valuable session.
It was an inspiring learning experience on how to save money, invest wisely and save tax.
Our employees were equally engaged listening to your session. It has helped us focus on financial planning and would be used for personal development.
pankajam shivkumar
Hr manager
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session on financial management.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus On finangast-prans ve & will be used for our personal development.
Mangesh Shirke
This letter is to thank Mrs Anuja Dhanuka for conducting the most interesting & valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax.
Our employees were equally engaged in listening your session. It has helped us focus on financial planning & will be used for our personal development.
Kyzer Software (I) Private Limited
This letter is to thank mrs. Anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus on financial plannig & will be used for our personal development.
Vicky Kadam
Stylabs Info Solutions
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus on financial planning & will be used for our personal development.
Mr Rakesh
This Letter Is To Thank Mrs Anuja Dhanuka For Conducting The Most Interesting & Valuable Session.
It Was An Inspiring Learning Experience On How To Save Money, Invest Wisely & Save Tax
Our Employees Were Equally Engaged In Listening Your Session. It Has Helped Us Focus On Financial Planning & Will Be Used For Our Personal Development.
SHASHANK SALASKAR
Hr Executive
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus On financial planning & will be used for our personal development.
VARSHSA SHIRGAONKAR
This letter is to thank mrs anuja dhanuka for conducting The most interesting & valuable session.
It was an inspiring learning experience on how to save Money, invest wisely & save tax our employees were Equally engaged in listening your session. It has helped us Focus on financial plannig & will be used for our personal
MANGLA RAM CHOUDHARY (R.P.S.) ADDL. DCP METRO
POLICE COMMISSIONERATE JAIPUR.
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus On financial planning & will be used for our personal development.
Club Mohindra
