Our dedicated services help you achieve your dreams and aspirations. We ensure that your needs and requirements are at the centre of all our activities.
Need based Solutions
Tried and tested assistance
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Short & long term Goals
Multiple products
New and Innovative investment ideasNamrata Singh is a Certified Financial Planner and QPFP (Qualified Personal Finance Professional) with over seventeen years of professional experience in banking and wealth management. She also holds a MBA degree, which further complements her expertise in the field.
Our mission is to provide investment services by promoting the highest standards of ethics and professional excellence for the ultimate benefit of our investors and the society at large
A diversified portfolio contains a mix of distinct asset classes and will yield higher long-term returns and lower the portfolio risk.
Regular reviews of the investment portfolio to ensure that investments are in tune with your investment objectives
We ensure that the portfolio is managed in a way to reduce concentration risk.
We avoid Unnecessary Leverage as it amplifies risk and can lead to adverse investment outcomes
Budget 2024-25: A Roadmap for Viksit BharatBy Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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A Guide to Investing into Equity Mutuals FundsBy Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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Mutual Fund Basics: A Guide to Understanding and Investing WiselyBy Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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REVERSE MORTGAGE – For Senior citizens !!By Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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Considerations while buying a Critical Illness InsuranceBy Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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All about the National Pension System (NPS) !!by Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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Pradhan Mantri Vaya Vandana Yojana(PMVVY) for Senior CitizensBy Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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