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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

08/02/2026

New draft Income Tax rules 2026 released: Simplified ITR forms,
focus on easier compliance - what common taxpayers should know

New Income Tax Rules 2026: The Income Tax Department on Saturday released the draft Income-tax Rules, 2026. These new rules will become effective from April 1, 2026, that is the start of the financial year 2026-27. There are several changes aimed at simplification in tax filing and ease of compliance in the new draft income tax rules 2026.

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06/02/2026

LIC jumps on strong Q3 show; nine-month metrics steady

Life Insurance Corporation of India rose 6.45% to Rs 894.65 on Friday after the insurer reported a strong set of consolidated numbers for the December quarter.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha