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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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News

12/02/2026

How draft Income Tax rules, 2026 could change your taxes and transactions

The draft Income-tax Rules, 2026 signal a calibrated overhaul of India’s tax compliance framework — raising thresholds for routine banking and property transactions, revising salary perquisite valuations, and expanding exemptions for families, while simultaneously tightening digital scrutiny and foreign income reporting norms.

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10/02/2026

Report shows India’s life insurance coverage far below adequate levels

Life insurance remains a critical tool for financial protection and savings in India, but coverage levels are still far below what is considered adequate for earning individuals, according to insights shared by Mithil Sejpal, Co-Founder of SLiQ (Smart LIQuidity) by ValuEnable.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha