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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

10/03/2026

Life insurance industry grows over 20% in February; LIC outpaces private insurers: Report

LIC continued to outpace the private sector, reporting around 23% growth, compared with roughly 20% growth for private insurers, extending its lead for the third consecutive month. Among private insurers, Canara HSBC Life Insurance was the fastest-growing player with over 60% growth.

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27/02/2026

NRIs with big foreign tax payment need to get CA certificate to claim tax credit in their ITRs in India under draft tax rules 2026

Indians working abroad can claim Foreign Tax Credit (FTC) by filing Form 67. Draft rules propose renumbering it to Form 44, requiring CA certificates for companies and individuals with foreign tax payments over Rs 1 lakh. These changes aim to enhance scrutiny and ensure bona fide claims, potentially increasing compliance costs.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha