We provide right product for your need
What We Do?
The service we offer is specifically designed to meet your needs.
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
HOW IT WORKS?
Here are the 3 working steps on success.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Client Testimonial
This letter is to thank Ms Anuja Dhanuka for conducting the most interesting and valuable session.
It was an inspiring learning experience on how to save money, invest wisely and save tax.
Our employees were equally engaged listening to your session. It has helped us focus on financial planning and would be used for personal development.
pankajam shivkumar
Hr manager
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session on financial management.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus On finangast-prans ve & will be used for our personal development.
Mangesh Shirke
This letter is to thank Mrs Anuja Dhanuka for conducting the most interesting & valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax.
Our employees were equally engaged in listening your session. It has helped us focus on financial planning & will be used for our personal development.
Kyzer Software (I) Private Limited
This letter is to thank mrs. Anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus on financial plannig & will be used for our personal development.
Vicky Kadam
Stylabs Info Solutions
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus on financial planning & will be used for our personal development.
Mr Rakesh
This Letter Is To Thank Mrs Anuja Dhanuka For Conducting The Most Interesting & Valuable Session.
It Was An Inspiring Learning Experience On How To Save Money, Invest Wisely & Save Tax
Our Employees Were Equally Engaged In Listening Your Session. It Has Helped Us Focus On Financial Planning & Will Be Used For Our Personal Development.
SHASHANK SALASKAR
Hr Executive
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus On financial planning & will be used for our personal development.
VARSHSA SHIRGAONKAR
This letter is to thank mrs anuja dhanuka for conducting The most interesting & valuable session.
It was an inspiring learning experience on how to save Money, invest wisely & save tax our employees were Equally engaged in listening your session. It has helped us Focus on financial plannig & will be used for our personal
MANGLA RAM CHOUDHARY (R.P.S.) ADDL. DCP METRO
POLICE COMMISSIONERATE JAIPUR.
This letter is to thank mrs anuja dhanuka for conducting the most interesting & Valuable session.
It was an inspiring learning experience on how to save money, invest wisely & save tax
Our employees were equally engaged in listening your session. It has helped us focus On financial planning & will be used for our personal development.
Club Mohindra
