About Us

Mr. Muruli krishna

We provide tailor made Financial Planning & Investment services in the areas of Mutual Funds, Insurance, Equities & tax efficient bonds. We personally interact with individuals and corporate and understand their needs, future goals, Current assets & liabilities to make path to achieve the desired wealth We are servicing around 2500 clients in India and abroad.

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Greeting Of The Day

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How HNI NRIs should calculate their term insurance coverage

For high-net-worth NRIs, term insurance is crucial for securing their family's financial future, considering factors like inflation and global living costs. Indian insurers offer cost-effective policies with benefits like GST waivers, premium refunds, and worldwide coverage.

Date: 21/07/2025 / Source: The Economic Times
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GST cut on life, health insurance likely; relief for policyholders may be around the corner

The GST Council is expected to announce a significant tax cut on life and health insurance premiums in its upcoming meeting. The move could lower costs for policyholders and boost insurance penetration across India.

Date: 18/07/2025 / Source: Moneytoday
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Testimonial

testimonial

Mr. Daniel Mitra

I would like to express my sincere appreciation for the outstanding services you rendered to me in getting done the LIC policy.

I was extremely pleased with your continous follow up, the way of working and valuable services rendering to your customers.

I was very much impressed by your helpful, very friendly and always ready to answer and explain inquisitions. Once again please accept my appreciation for the excellent services i received 

testimonial

Mr. Chandrakanth