Founder's Message
With the objective of building financial literacy and financial discipline in the community through increased awareness and education relating to various financial jargons and financial investment needs, we are on a mission to impact lives of 1 Million people in their investment and wealth creation journey.
CA Meena Kedia
Professional Qualification
- Member of The Institute of Chartered Accountants of India (ICAI) [cleared in 1st attempt with 42nd All India Rank during Intermediate Examination]
- Certificate Course on Wealth Management & Financial Planning, ICAI
- Certificate Course on StartUp, ICAI
- Certificate Course on Business Responsibility & Sustainability Reporting, ICAI
- Diploma in Information Systems Audit (DISA), ICAI
- NISM Certification: Series V-A: Mutual Fund Distributors, SEBI
- NISM Certification: Series VII: Securities Operations and Risk Management, SEBI
- NISM Certification: Series VIII Equity Derivatives, SEBI
- NISM Certification: Series XVI Commodity Derivatives,
- NISM Certification: Series I Currency Derivatives, SEBI
Vision
Create a community for professionals, businessmen, home makers to help them in their investment journey to acquire financial knowledge and create wealth through systematic investment
Mission
Impact lives of 1 million people in their investment and wealth creation journey.
Our Offerings
An investment is an asset or item acquired with the goal of generating income or appreciation. Appreciation refers to an increase in the value of an asset over time. Investing is an effective way to put your money to work and potentially build wealth. Smart investing may allow your money to outpace inflation and increase in value. The greater growth potential of investing is primarily due to the power of compounding and the risk-return tradeoff.
Products
Portfolio Management Services (PMS)
