YOUR PROSPERITY IS OUR SUCCESS

Go to Funds for Financial Planning

Funds for Financial Planning

A Dream without a Goal is a mere wish. A Goal without a plan is a mere desire. A Financial Plan works for an investor just like a Light House works for a mid-ocean ship.

Go to Funds for Wealth Creation

Funds for Wealth Creation

Opportunities don’t happen. They are created. Wealth comes from putting great thoughts into action.

Go to Funds for Retirement Planning

Funds for Retirement Planning

Implementing a successful RETIREMENT STRATEGY to attain permanent freedom. FREEDOM to do what you like and what you aspired for.

Go to Funds for Education Funding

Funds for Education Funding

A child without education is like a bird without wings. International Higher Education is now a very costly affair and requires special focus. Are you ready with the funds for your child?

Go to Funds for Tax Planning

Funds for Tax Planning

Our Tax Savings products help to reduce your tax burden and at the same time, aim to grow your money through equity investments.

Go to Estate Planning (Wills & Trusts)

Estate Planning (Wills & Trusts)

The truth is you don’t know what is going to happen tomorrow. Life is a crazy ride and nothing is guaranteed. Leave assets, not a mess. Its your duty towards your loved ones.

Check out our latest book

"Say Goodbye to herd Mentality" - a fascinating book on Investor Behaviour, authored by Mr. Sameer Rastogi

Are you interested in the stock market? Do you plan to start investing in it? Or have you burned your fingers in the real estate through rash decisions or wrong advice? Have you been swayed by hype and ads that lure you with the promise of quick riches?

Well, then, "SAY GOODBYE TO THE HERD MENTALITY" is a book you must read. History has proved time and again how get-rich- quick offers have fallen flat, leaving investors in a state of financial ruin.

However, we never seem to learn from history. When the next exciting scheme to get rich comes along, we fall for it all over again, leaving us in financial ruin, while the perpetrators of the scams, more often than not, laugh their way to the banks. These boom and bust cycles continue century after century.

In this book, author SAMEER RASTOGI makes a compelling case for how human greed and envy propel us towards financial ruin. The book contains several easy to follow case studies that will implant the seeds of investment wisdom in the minds of every reader.

The Team

Sameer Rastogi

Director
18 years of experience, PG in Finance and has delivered Wealth Management lectures at IIM Lucknow, IBS Gurgaon and IIPM Delhi. Contributed to various newspapers. Strength – Application of Economic fundamentals to Investment

Sonika Rastogi

Director
PG in IT, Sonika has total experience of 12 years. She has worked in the fields of Financial Planning, Investment Advisory, Experiential Learning and Overseas Education. Sonika’s strength lies in Research, Operations and Education.

Rakesh Nath Srivastava

Tax Expert
Graduate from SRCC, Delhi and a Chartered Accountant, Rakesh has over 22 years of experience in Taxation, Audit and Estate Planning. His stronghold is taxation and estate planning through WILLs and Trusts.

Abhay Gupta

Manager
With background in e-commerce, Multimedia and IT. He is a data cruncher and his analytic expertise helps the team in research.

Clients Speak

Get in touch with us

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN 28958 | Date of initial registration – 15/06/2005 | Current validity of ARN – 20/06/2025