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Blogs

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Do you understand your risks before investing?

When we speak about the types of risks in financial planning, each risk has a different philosophy, a different product

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Why personal budget is important?

A financial lesson learnt during this pandemic is importance of personal budget. We need to have a budget in place

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Importance of Estate planning and the legal aspects involved in getting it done.

Most of the time people believe that creating a will or having a trust to take care of one’s assets

Awards

The Rising Leadership Awards 2017

Mr. Mahesh Pai was awarded ‘The Rising Leader of the Year (Financial Consultant)’ at the APS Research Ceremony held in

Awards

National Choice Awards – Best Financial Service of the Year 2017

NATIONAL CHOICE AWARD for “EXCELLENCE IN FINANCIAL SERVICES FOR THE YEAR 2017” at the National Level in Hotel Radisson, Delhi.

Awards

Business Goa Award for Corporate Excellence 2016

We were also awarded the Business Goa Award for Corporate Excellence 2016 for the ‘Best Services Company of the Year’.