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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

15/10/2026

LIC to launch three new insurance plans on October 19, 2026: Annuity, health insurance and cancer cover to go on offer

Life Insurance Corporation of India is set to introduce three new insurance products on October 19, 2026. The offerings include LIC’s New Jeevan Dhara - II, LIC’s Health Shield, and LIC’s New Cancer Cover.

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21/09/2026

Permanence of life insurance

Companies may come and go, or get merged, but policyholders’ rights are unaffected

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha