Your Financial Coach for Smart Investments & Lasting Prosperity
We empower you with expert financial guidance, offering tailored solutions in wealth creation, portfolio management, insurance, and estate planning. As your financial coach, we help you grow, protect, and optimize your wealth for a secure future.
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Our Services
Life & Health Insurance
General
Insurance
Wealth
Creation
Mutual Funds
& Investments
NRI Wealth
Management
Helping you reach the Financial Altitude
When it comes to wealth management and financial planning, we adhere as your personal financial coach and help you secure your needs and dreams. We collectively work in three prominent areas involved in wealth creation, wealth accumulation and wealth transfer. We work for Individuals, Families, Business Institutions and Corporate with a very strategic and goal oriented approach. We not only help you guard your unearned income but also make your money work for you.
"With an experience of over 25 years in the industry, our understanding of financial portfolio management has equipped us with the knowledge of a variety of financial solutions for a more secured and resourceful future."
Our Clients
Our Clients
What People Are Saying
I truly appreciate & cherish the investments advice & long-term financial decisions that Ms. Shalini Kohli & her team continue to help me with. It’s the value delivered from continuous tracking & flexibility in advising on course corrections that set her apart.
Prateek Trivedi, London
Shalini Kohli is an exceptional financial advisor who thoroughly understand the need, and accordingly builds the best suited investment plan. The confidence & peace of mind she extends is incredible, that perhaps is the most important thing while making investment decisions.
Sharad Mehrotra, India
” Courage taught me no matter how bad a crisis gets.
any sound investment will eventually pay off.”