Our Services
  Investment Planning
  Cash Flow Planning
  Tax Planning
  Insurance Planning
  Children's Future Planning
  Retirement Planning
   

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Corporates & Executives
 
 


The plethora of services blended with expert guidance is right here to serve you for any small and big need related to finance planning or investment. You can choose the right way and we will help you to do that and what else all this and more is free of cost!!!!!! You can be a corporate representative, an executive or individual and we will be happiest to serve you the best with proper consultancy and guidance.





 
 
Advisory Services

  • Personal Financial Planning
  • Income Tax Planning and Tax Declaration
  • IT Pan Card
  • Computation of Tax and Filling of IT Returns
  • Foreign Trade Services
Depository Services

  • Life & Health Insurance;
  • ELSS & ULIP plans
  • Mutual Funds (Complete Range of Mutual fund Companies)
  • Post Office Savings
  • Corporate & Business Protection Plans
 
   

Mr. S. Venkatesan holds are B.Com, FCS, RBP, PGDMSM, PGDFT, CFP. In addition to it he is proud owner of the following valuable credentials:

  • Member for Million Dollar Round Table, USA which is the top most honor from premier Association of Financial Professionals world wide.

  • Top LIC Wealth Manager with more then 4000 satisfied policy holders. Click here for details

  • Gold Medal honor from LIC of India Chairman.

  • Life Underwriters Guild of International, Asia continent


 
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