You may have different life goals like buying a house, your children's education, or the much awaited holiday at your dream destination. But you need to save enough to meet all your financial goals and also to gift a secured life for your family. Now you may wonder on how to do so? And how much to save so that it's enough for all our dreams. The answer is in financial planning - which is nothing more than a process of meeting your life goals through a proper and effective management of your finances.

I, Baliram Balaji Parande, will guide you towards achieving all that you dream of in few easy but important steps. With over 15 years of experience as a Financial Advisor and 11 plus years with the Mutual Fund industry, I have helped more than 2200+ Clients and individuals to lead financially secured life. With the team of 10, I have always made sure that all the clients do not face any issues when they want to make their financial decisions. We have not only worked on Insurance and Mutual fund but also worked on Income Tax, Sales Tax, vat, GST filing, Co-operative & Trust Auditing, General & Life Insurance, Loan guide, Ngo Project Scheme, All types of Gov. Scheme Project. The AUM of the only mutual fund is 27 Cr. And still counting with also helping with housing finance options. The qualification of M.com, G.D.C & A, AMFI has definitely helped me take a few amazing decisions.

My Team
In order to give the best to our clients, I and my team are well-versed with the latest happenings in the investment industry. We aim to keep ourselves updated by attending industry level seminars, conferences, training meets and much more. With advanced but user-friendly CRM solution in place, we are highly equipped to meet all our client's needs and requirements by offering them top-notch services like view/access to their portfolios, financial tools for better investment planning, payment reminders, much more.

About Our company Vision :-
To make every Indian an "informed" Investor and help achieve his "Financial Goals" by offering services of credible and qualified Financial Advisors.
To establish financial advisory as a respectable profession by equipping Indian Financial Advisors with a face on the web with universal visibility and access and helping them create their own Brand Identity To channelize the household savings into right financial instruments not only to bring about financial literacy among the population but in the process also make the country grow its GDP through the benefit arising out of the sectoral growth of financial services industry with increased awareness and resultant business growth.

To perform it profitably so that we can have a robust innovation pipeline and thus continuously provide the platform ready to offer Financial Solutions which helps the Indian Financial Markets to mature and compete globally.

Mission
Our mission is to educate the population of the country into financial literacy by bringing all stakeholders in one platform, thereby bringing about a unique mix of social, education and business cause into one common theme in this platform, making it win-win for all the stakeholders who include:
1. Manufacturers 2. Customers at large 3. Educational Bodies