THE IS RUN BY FIRST GENERATION ENTREPRENEURS HAVING WIDE EXPERIENCE IN FINANCIAL SERVICES. STARTED WITH OFFLINE EQUITY SERVICES, METAMORPHOSED INTO ONLINE EQUITY BROKING BY 2006. We have over 2000 satisfied clients.
We moved into our own office in 2004.
MUTUAL FUND SERVICES WERE ADDED IN 2007. Online investments in mutual funds were added later & are now associated with MFU as well.
We set up currency desk in 2008.
Life Insurance Foray was started in 2009 & Mr. Ashish Shah became MDRT in year one.
General Insurance business was up and running by 2009 & has become focus area for us.
We have a dedicated team with excellent infrastructure & knowledgeable management to support you.
Mr. Ashish Shah the pioneer & founding member is a management graduate(MMS) from JBIMS, premier Management Institute based in Mumbai. He is also a qualified Cost Accountant & a Fellow of Insurance Institute in India with specialised diploma in Marine & Health.
He has rich experience of working with UTI, an investment banking firm & a broking firm before unleashing his entrepreneurial streak.
We have been recognised by several Financial Services companies as key partners & have played an important role in product development