:: About Us ::

Our Focus is on our clients and their concerns.we are committed in maintaining this focus throughout, and value client relationship and trust. We earn that trust everyday and never stop listening.

ABOUT OUR JOURNEY

A journey of a decade of investment advise, it is an enriching experience, primary objective is to help our clients manage wealth using a holistic approach. This involves laying the groundwork of a solid financial foundation which would be in sync with the goals and aspirations. We serve our clients through the platforms of Mutual funds, (AMFI certified mutual fund distributor) Portfolio Management Services and Insurance.

India is a young country with full of potentials. Sizable number is young and they look for the company with sound value & philosophy to grow and create wealth.Our sincere efforts to understand the client needs and position products in a systematic manner. Since the past experience of our clients for last 10 years, investing in SIP or one time investment is very good, therefore most of our new clients come from the referrals of the satisfied clients.

Our Team

Ashok V Shetty

LICA - Chief Advisor

Mr. Shetty was a Development Officer with Life Insurance Corporation of India for 28 years and brings with him an enormous amount of knowledge due to his long association with India's largest Public Sector Undertaking.

His own investing experience, updated market knowledge & regular inputs from Vinod Jain, Founder & Principal advisor, Jain Investment, helps to choose the right baskets of savings and investments for the esteemed clients. Currently working with LIC of India as LICA, with an extension period of his service.

He is most focussed on Annuity Products as it helps Senior Citizens and other long term investors to optimise cash flow, Capital protection and guaranteed annuity for life.

Vinoda A Shetty

AMFI Certified Mutual Fund Advisor

Vinoda Ashok Shetty is a commerce graduates from Mangalore University. She was employed with Watco Technics,as accounts head for few years. She ventured into business by starting her own investment advice firm, FORESEE INVESTMENT. At present she is a AMFI certified Mutual Fund Distributor.

She believes in Transparency and clarity of the proposed investment options, makes sure the advice what she gives is objective and based on client needs and best interest.

Well connected with social activities, her social presence in the Bunts Sangha Mumbai JD regional committee as advisor is adding value to her social responsibilities.

Apurva V Bane

Associate Partner

IRDA certified insurance advisor, known for her honest advice and post sales service. Apurva is specialised in individual and corporate insurance, to name the few, Key Man Insurance, Partnership Insurance, Employer Employee scheme. Her expertise in Group gratuity scheme of LIC Of India distinguishes her from others insurance advisors

Shailesh Yadav

Business Associate

IRDA certified Life and non Life insurance advisor. Associated with Life Insurance Corporation of India (LIC) and Bajaj Allianz General Insurance. His expertise are in Policy holders service and settlement of claims for both Life and non life, and is well appreciated by all our clients.

Nandkishore Tawde

Associate Partner

Chief Life insurance Agent CLIA with LIC of India. Primary job is to recommend prospective insurance advisors to LIC of India, Recruit, train and manage the team. He leads a team of Insurance advisors, Mentoring, guiding and developing them in best possible manner to suite the present environment.