Mr. Mukesh Ahir
The concept of “save today for the needy days,” has been practiced since the evolution of mankind for storing, food grains, water, fossil fuels, to name a few items. Generation has been a witness to the conceptual changes where as the ideology has remained more or less unchanged. Today, the art of financial savings and investment has given rise to a new profession, Financial Planner cum Advisor, to impart professional advice, planning and monitoring of individuals portfolio.
BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
DELIVER VALUE TO OUR CLIENTS
WE SUGGEST PLANS AS PER CUSTOMER'S REQUIREMENTS
News
Common mistakes when buying insurance: Smart investors often make common mistakes when buying insurance — such as underestimating the importance of term insurance, relying solely on employer-provided cover, or prioritising lower premiums over policy features and claims support — which can result in inadequate coverage and financial vulnerability.
Aadhaar now mandatory for PAN: New rule comes into effect – know what you need to do
Financial Express 01/07/2025
From July 1, 2025, Aadhaar authentication is mandatory to get a new PAN card. Without Aadhaar verification, PAN won’t be issued. Here's what you must do.
