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About Us

Syed Khaleelullah

We are a personal, financial intermediary, offering customized Investment solutions for our clients, with 18 years of hands on experience in understanding client’s needs and suggesting solutions which help them to meet their financial goals.

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Our Achievements

15 Yrs
EXPERIENCE AS FINANCIAL ADVISOR
350 +
FAMILY PORTFOLIO
16 Cr
ASSET MANAGED

Life Insurance

Why Choose Us

GIVING KNOWLEDGE TO TEAM MEMBERS
BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
FUND UNDER MANAGEMENT

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Greeting Of The Day

News

02/04/2026

IRDAI retains LIC, GIC Re, New India Assurance as D-SIIs for FY26

IRDAI has retained LIC, GIC Re and New India Assurance as Domestic Systemically Important Insurers (D-SIIs) for FY26, with no change from the previous year.

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31/03/2026

Your income tax changes from April 1, 2026! Top 10 things salaried taxpayers should know about new rules & tax regime choice

April 1, 2026 not just signals the start of the new financial year 2026-27, but this time also brings with it a new set of income tax rules. The New Income Tax Rules 2026, based on the Income Tax Act 2025, have several changes that salaried taxpayers should be aware of. Your exemption limits are changing -hence the math behind the choice of the new and old income tax regime is also changing.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha