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Our Team

Bharat Adatiya

Omkarnath Singh

Omkarnath Singh

Director

Omkarnath Singh

Omkarnath Singh

Omkarnath Singh

Director

Ashwini Adatiya

Omkarnath Singh

Ashwini Adatiya

Director

Santosh Rajan

Omkarnath Singh

Ashwini Adatiya

Faculty Advisor

About Us

Planning Futures

Comprehensive Approach

Comprehensive Approach

We have years of experience helping clients prepare for the unknown while meeting their financial goals. 

We advise Financial planning of 

 following products :

  • Home Loans
  • Loans against properties
  • Personal loans/ Business Loans
  • Credit cards
  • Investment advice
  • Mutual Funds
  • Personal and General Insurance 
  • Estate planning

As an independent financial ser

We have years of experience helping clients prepare for the unknown while meeting their financial goals. 

We advise Financial planning of 

 following products :

  • Home Loans
  • Loans against properties
  • Personal loans/ Business Loans
  • Credit cards
  • Investment advice
  • Mutual Funds
  • Personal and General Insurance 
  • Estate planning

As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

Comprehensive Approach

Comprehensive Approach

We are a team of experienced bankers with proven expertise to meet your Financial Requirements.

We can analyze your need and help you to find suitable options out of 40 Banks and NBFCS.

And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Comprehensive Approach

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

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