About Us

I am Smita Talawdekar I am a B.sc Graduate & have done MBA. I am into Financial advisory service since 2012. I am IRDA certified( Insurance ) & I AMFI certified distributor (Mutual Funds).  We offer Financial Products like Mutual Funds, Life insurance, Health insurance, General Insurance. Our expertise and experience will help you achieve your financial goals.

Our mission is to be most reliable Financial Services & to maintain strong & long lasting relationship with you, our client & to maintain highest integrity & professionalism. We provide top-notch & tailormade advice to give you best possible return to help you reach your desired Financial goals & fulfil your dreams.

We offer Financial Planning & wealth management. We identify Financial goals of client & assist them in comprehensive planning. We first understand the requirement of client & than provide them customized plan to achieve their financial goals. We educate & guide our clients & provide a total solution to help our client reach their Financial goals. We spread financial awareness through Investor awareness program at all levels of society. We want to make our clients life safe ,secured & wealthy. Designing, implementation and review are fundamental to all the services that we offer. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. You can track your investment portfolio in web as well in mobile devices. You can Track & Manage Mutual fund investment for your family through single login desk. You can access Reports, Tools and Calculators to plan your Investment effectively.

Our Qualities & Skills:
  • Integrity
  • Putting the client and their goals first
  • Timely solutions
  • Transparency of charges
  • Good Technical knowledge
  • Flexible & accommodating towards clients changing goals
  • Giving Innovative Solutions
  • Updating the client with marketing scenario
  • Listening to what the client is saying (explicitly and implicitly)
  • Long term, relationship driven. Not short term, sales driven
  • Approachable
  • Independent/Unbiased advice
  • Belief As a Financial Planner:
  • The first step in exceeding customers expectations is to know those expectation
  • The Well-Satisfied customer will bring the repeat sale that counts
  • The golden rule of every business owner is “Put yourself in Customers Place”
  • Courteous treatment will make a customer a walking advertisement
  • A Satisfied customer is the best business strategy of all