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Services
Pension fund for retirement planning
Financial freedom is available to only those who planned it as early as possible. You can take a loan for your child higher education or marriage, but you can’t take a loan for your retirement.
Mediclaim & Health Insurance
Accidents and major illness are one of those facts of life which can be extremely devastating and can wipe out all your savings of lifetime.
Business Coaching
After tremendous success in the field of Finance, Mr. Mahesh Pai has also rooted his way to success in field of Business Coaching.
family protection
Family protection is all about having a financial safety net in place so that the family can remain financially secure should the unthinkable happen.
Mutual fund and sip
What if you could invest your money and have someone else professionally manage it for you? Do you think this is possible? Services like these do exist, but they come with a requirement
Investment for child education and marriage
As a respected figure in the society, you are well aware that education plays a very crucial role in the development and future of children.
Fixed Deposits with Bank
A fixed deposit (FD) is a financial instrument provided by banks which provides investors with a higher rate of interest than a regular savings account, until the given maturity date.
Estate planning
Most of the time people believe that creating a will or having a trust to take care of one’s assets and family is estate planning.
Goal based planning
Goal based planning is the process of prioritising ones financial goals and determining the optimal plan to fund them. By doing this you can achieve multiple goals across different..
Public Provident Fund (PPF)
The Public Provident Fund is a savings-cum-tax-saving instrument in India, introduced by the National Savings Institute of the Ministry of Finance in 1968.
Government Bonds
When you buy a Government bond, you lend money to the government that has issued that bond. In return for that money.
Loans
From ancient times, a Home is one of the basic needs of Civilization and matter of prestige as well as an indicator of one’s Standard of living.