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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

29/07/2026

LIC pays ₹12,207.25 crore dividend to government

LIC said it is completing 70 years and as on March 31, 2026 the asset base stood at ₹59.03 lakh crore. Union Finance Minister Nirmala Sitharaman receives a dividend cheque of ₹12,207 crore for FY 2025-26 from Life Insurance Corporation of India CEO and MD R. Doraiswamy, in New Delhi on Wednesday (July 29, 2026).

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22/07/2026

How to claim TDS credit in ITR if the deductor did not deposit TDS?

Taxpayers should still claim the TDS credit in their ITR even if it is missing from Form 26AS or AIS, say experts. The Income Tax Act protects deductees where tax has been deducted but not deposited by the deductor.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha