Our Team, is trained to understand your life goals into a realistic and workable plan. While we employ the best of technology to aid us in this exercise, our real expertise comes from being focused on your unique situation and requirements. So whether it is retirement planning or creating a plan for your children's education, the assumptions that make your plan a success are well researched and adjusted to your requirements.
With a vast experience in the field of financial planning and a well disciplined approach to investments, we are able to offer customized investment solutions and suggest quality portfolio management services.
Our abilities in creating a well diversified investment portfolio consisting of different options like, mutual funds, Life insurance, Health insurance, General insurance Home Loans and retirement planning solutions have helped us in developing and maintaining an honest, respectful and a mutually beneficial relationship with our clients.
We collect information about each and every investment options and our team will suggest you only the best options available in the market so our client can get the maximum return for their investment.
Santhosh M Sunny
Chief Investment advisor
He is the main man behind this company who had the philosophy of customer first. That's how this whole concept of invest first came up.
He is a person who has got vast experience of over 20 years which is widely spread across various domains such as Telecom, FMCG Lubricants etc. a person who have achieved so much recognition in his life is always ready to assist you in planning your finance which he thinks is one of the most noble profession.
Here are some endless achievements which he has earned through a short span of time with his vast experience
Member Million Dollar Round Table (USA)
AMFI Certified MF advisor
IRDA Qualified Insurance Advisor( Both Life and General)
Apart from this he is a Life member-Life Underwriters Guild of India.