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About Us

Welcome's You

Ensuring that your absence should not change the way people around us are living is what we all want. Emotionally the loss is too huge, and things take time to be as normal as it was earlier and what we can do is let the time pass. But, there is definitely something that we can do about the finances. One would not appreciate the family members to compromise on their lifestyle because of their absence. This all seems too idealistic when we read it. But what when one has to go through it? Be financially present for your family even after.

I, Sudhir Shukla, will guide you towards achieving all that you dream of in few easy but important steps. With over21 years of experience as a Financial Advisor in Insurance and 12 plus years with the Mutual Fund industry, I have helped more than 700+ families and individuals to lead financially secured life. The AUM of 20 crore and 4 asset class and still counting says the amount of funds we are handling. With the team of 4, 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 Life Insurance and Mutual fund but also work on Health Insurance, Motor Insurance, Travel Insurance and FDs. Even being a diploma in chemical engineering, I have done CII from London and MDI from Delhi. Me and the team is always updated with latest industry trends as we check all news and attend seminars which can give us updates.

I have had 5 MDRTs Chairman Club Member and with that the vision is always to grow. Counting and tapping more family each day, our mission is to reach at 50crore AUM by 2020 and helping people get their financial freedom and wisdom.