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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

11/11/2026

LIC eyes financial conglomerate ambitions, may revisit banking opportunities if regulations change: MD & CEO R Doraiswamy

In an exclusive interview with Moneycontrol, the CEO also spoke about the insurer’s valuation overhang on its stock, and plans to unlock value from its investment in IDBI Bank

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05/11/2026

LIC Q2 net profit rises 20% to Rs 12,076 crore on higher premium income

LIC's net premium income increased to Rs 1,47,018 crore during the quarter, up from Rs 1,26,479 crore in the same period last year. Renewal premium also grew to Rs 68,375 crore from Rs 64,996 crore.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha