Investments & Tax planing Solutions

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Tax and Mutual Investment done with the utmost Knowledge, Integrity, Trust, Passion and Security.

Our Mission is to provide clients with personalized Tax Accounting and Financial Consulting Services.

What is a Mutual Fund?

A mutual fund is essentially a common pool of money in which investors put in their contribution. This collective amount is then invested according to the investment objective of the fund.

Saving vs. Investing
(Explained)

Most of us think that Saving and Investing are the same thing. While the terms are often used
interchangeably by many, they are as different as chalk and cheese.

Benefits of Mutual Funds

A large variety of options available, right from fixed deposits, stocks, gold or real estate, insurance, public provident fund and mutual funds. Each product has its pros & cons and risks & rewards.

We take care about all your taxes and investments, so that you can focus on your work.

We deal with investment planing as per the need of the client. Our strengths are Goal Based planning, Retirement planning, Child Education planning etc.

There are more than 2500 Mutual funds schemes, we help clients to choose right scheme from the huge basket. We also deal with Health Insurance, Life Insurance and Term plan.

Professional Experts
Certified advisor
Keeping in mind of the most recent technical financial information
A fresh and proactive approach to their accounts and tax planning
Bringing new look to your future!
Personalize planning and advise

Years in Business

Clients

Staff Members

Satisfied Customers

I’ve known Elice for almost 3 years and he is one of the finest Financial Distributor I’ve come across. Not only does he have a thorough knowledge and expertise in his domain, he is also one of the most ethical and process oriented professional.

Mr Parish Chayal

Senior Manager, Pepe Jeans S LONDON

” I connected with Elice over the internet and later met him. His approach towards financial planning. Elice is someone who you can trust with your financial planning. I highly recommend his services to anyone seriously looking to get a structured financial planning in place. ”

Mr Kishor Pujari

Co owner J K Construction & Owner of J P Enterprise

Before 3 years ago when I had decided to purchase term insurance to cover my home loan and liabilities, I met Elice through one of our common friends. During our first meeting I was quite impressed with his comprehensive homework and great knowledge. After my own analysis I found all facts explained by Elice which help me to identify my exact need and ideal product.

Mr Roshan Chavan

Advocate of High Court

I have been associated with you for more than 3 years now. Thanks a lot for your knowledge sharing. It is really valuable and helpful which none would like to share in reality. Generally agents ask us to buy a particular mutual fund or insurance policy without taking our requirement into consideration. It’s like investing our money for the sake of their profits. However I received expert advice from you which would help me in achieving my financial goals. All the best for your bright future!"

Miss Priti Thakur

Godrej Pvt ltd