FINANCIAL ADVISORY & EDUCATION SERVICES
YOUR OPTIMUM FINANCIAL SOLUTIONS
- Financial Advisory
- Investment
- Mutual Funds Mangement
- Insurance Planning
- Financial Education
- Options Strategy
- Technical Analysis
- Portfolio Building
ABOUT US
"OPTIMISING YOUR FINANCES"
Our mission is to empower the like-minded 1% to achieve financial freedom through smart investments. We crack the code of market trends for consistent returns and identify undervalued investment instruments for an edge. Join us on our journey to financial success.
Our Services
Stock Market Trading Education
Understanding the stock market is the key to successful wealth creation.
Our dedicated education division is committed to imparting knowledge and expertise in stock trading, technical analysis, and derivative techniques:
Mutual Funds
Invest in professionally managed funds, curated to match your risk appetite and financial objectives. Let your money work for you, efficiently and effectively.
We are patnered with All Major AMCs in India , We Reccommned, Diversify & Manage your Investments
Insurances
Safeguard your future and protect your loved ones with our range of insurance products, meticulously designed to offer financial security during life's unexpected twists and turns.
We Offer Health, Life , Term , Automobile , Key-Man , General Insurances
Fixed Income Schemes
Explore stable avenues like fixed deposits, NCDs and bonds, Paperless Investment solution for the investors who wants to diversify their portfolio & looking for fixed income.
Best For Risk Averse Clients want stable returns without risking much
MEET THE EXPERTS
Here are our awesome team.
ROSHAN PORWAL
Founder-Dervatives Expert
Hello there! Meet Roshan Porwal, a highly experienced market professional with over 20 years of expertise in the industry. He's not only a portfolio expert but also an expert in futures and options strategy. Roshan has an impressive track record of founding and running 4 successful companies. With his vast experience, he brings a wealth of knowledge and expertise to any organization or project he works with.
SHONIT BHATIA
Founder-Technical Analayt
Shonit Bhatia is an experienced ex-investment banker from Morgan Stanley with over 3 years of market experience. He is NISM certified and a Smart Money Expert, specializing in index and stock trading. With a keen eye for market trends and a wealth of knowledge in the financial sector, Shonit is dedicated helping students to pertain correct financial Education