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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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News

21/05/2026

Q4 Results: LIC profit rises 23%; board declares Rs 10 dividend per share

Net profit for the quarter came in at Rs 23,467 crore compared with Rs 19,039 crore in the corresponding period last year.

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14/05/2026

RBI cancels registrations of 150 NBFCs; around 67 firms from Delhi, 75 from West Bengal

New Delhi: The Reserve Bank of India (RBI) has cancelled the Certificate of Registration (CoR) of 150 Non-Banking Financial Companies (NBFCs), with the highest number of affected firms registered in Delhi and West Bengal, according to a central bank release issued on Thursday

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha