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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

25/05/2026

Life Insurance Corporation: Two New Jeevan Sathi plans launch from June — Check eligibility, policy features, benefits

The Life Insurance Corporation of India (LIC) is launching two New Jeevan Sathi joint life insurance plans — Single Premium and Limited Premium — in June 2026. Check eligibility, policy features, benefits

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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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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha