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About Us

Syed Khaleelullah

We are a personal, financial intermediary, offering customized Investment solutions for our clients, with 18 years of hands on experience in understanding client’s needs and suggesting solutions which help them to meet their financial goals.

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Our Achievements

15 Yr
EXPERIENCE AS FINANCIAL ADVISOR
350 +
FAMILY PORTFOLIO
16 Cr
ASSET MANAGED

Life Insurance

Why Choose Us

GIVING KNOWLEDGE TO TEAM MEMBERS
BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
FUND UNDER MANAGEMENT

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Greeting Of The Day

News

03/12/2025

RBI Has Declared These 3 Banks As The Safest In India

The RBI has identified SBI, HDFC Bank, and ICICI Bank as India's most systemically important financial institutions, terming them as Domestic Systemically Important Banks (D-SIBs).

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02/12/2025

LIC of India to launch 2 schemes from tomorrow - LIC’s Bima Kavach, LIC’s Protection Plus. Details here

LIC will launch two new insurance products on Dec 3, 2025: Bima Kavach, a non-participating life insurance plan, and Protection Plus, a linked savings plan. These offerings aim to enhance LIC's market presence and cater to individual financial needs, providing both coverage and investment options.

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha