Our Clients’ faith and trust has acted as a catalyst to make a mark in the wealth management industry. Client Feedback helps us to tread on the right path leading to numerous certifications and accolades.
Certifications
IIM Lucknow
QPFP
IFPA
NISM
NISM
AIWMI
MDRT
NISM
NISM
NISM
NISM
NISM
PAUL HARRIS FELLOW
WORLD PUNJABI ORGANIZATION
QPFP
THE NJ ANNUAL PBT.
ISO:9001:2015
Associations
Chandigarh Club LTD.
Alumn IIM Lucknow
Alumn SJOBA
Alumn SRCC
AIWMI
Network FP
Chamber of Chandigarh Industries
Alumn MSOSA
Get a free Need Assessment of Your Goals.
0172-4662688, +91-9914146888