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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

24/05/2026

NPS withdrawal rules 2026: how the new Retirement Income Scheme works

The mandatory annuity requirement for non-government subscribers has been reduced from 40% to 20%.

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23/05/2026

Selling the property? Here's all you need to know about capital gains tax rule

Selling a property can leave you with a sizable profit, but it can also rake up significant taxes. The amount of tax you pay depends on how long you have owned the property and the capital gains tax rules introduced in the Union Budget 2024 and made effective from July 23, 2024. The changes have altered how long-term gains from property sales are calculated and taxed.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha