About Us

Dr Mohit Jagga,AMFI Registered Mutual Fund Distributor and IRDA certified Insurance Advisor, Mba(Finance) , Ma in English and good grip in Financial Industry. We are primarly imparting Financial Planning Services to Retail,Corporates as well as to Hni Clients. We have been in this Industry since  2012 and Managing Clients in Pan India as well as to Nri Clients also .We have a great grip on Indian Economy ,that is why We have Competetive Advantage.Our prime motto is to Manage clients" behaviour as it is more important than Managing Money.I am running my You tube channel, Writings Blogs to Educate the Investors.Regarding Products, We have number of Products in Financial Industry, but we focus primarly on Mutual funds as it is the only Product which has created Wealth in the Past and We have history of performance more than 20 years of the same.

  PRODUCTS:                                                     SERVICES:                         

. MUTUAL FUNDS                                              TAX CONSULTANCY  

. HEALTH INSURANCE                                      WEALTH CREATION 

. LIFE INSURANCE                                            ESTATE PLANNING

. BONDS/NCD/CORPORATE FDS                    FINANCIAL PLANNING

. HOME LOAN/LAP                                            RETIREMENT PLANNING

. CAR LOANS.                                                   CHILD EDUCATION PLANNING

. LOAN AGAINST SECURITIES.                       DREAM HOME PLANNING

Mutual Funds

 • A mutual fund is a common pool of money which investors place their contributions to be invested in accordance with a stated objective

• Investors, on a proportionate basis, get mutual fund units for the sum contributed to the pool. Fund belongs to all Unit holders

•Unit Capital, which is also called the Corpus of the Fund, is calculated as the number of units in a scheme multiplied by the face value per unit