tailor made finance solution

Services

Set some goals. Be quiet. Work very hard and then applaud yourself. A solid financial portfolio not only safeguards in time of crisis but also gives you the freedom to live a lifestyle you desire. Break the pattern of your unmet financial needs, be it a car, home or a vacation abroad. Proper planning and implementation of your portfolio will reap great rewards for you to enjoy.

Financial Portfolio Management

Free yourself from financial fear with appropriate planning and implementation

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Insurance

Insurance provides you with a security blanket in times of professional or personal crisis. It enables you to receive a financial compensation against that loss.

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Investment

The foundation of successful investing is a long term vision. Building an investment strategy

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Loan

We assist our clients to get Best Interest Rates on loans in minimum time with most competitive professional fees in the sector .

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About

The cornerstone of Prakash Joshi's wealth creation philosophy is based on "Tailor made financial solutions". He is pragmatic in his approach and provides customized solution for every financial crisis. His consistent and trustworthy financial plans have earned him respect from a peon to a president.

With more than three decades of experience, he is a veteran in the field of finance. His number crunching skills started encompass a wide variety of fields ranging from

However managing FINANCIAL PORTFOLIO MANGMENT is his specialization. Rooted in principles of yoga and meditation, his approach has a quality of calmness and stability. It is belief in empowering people financially as well as his acute knowledge on the subject that has let his clients wealth grow exponentially.

Ideal client

We believe in commitment and long term relationships and thus its important for us to come together in a space Of trust and shared philosophy with our clients

Our list of clients segments include

  • Professionals like doctors, lawyers, architects, chartered accountants etc
  • Salaried Individuals across MNC's or other businesses
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Get the Right Advice
for You and Your Family Need

Your tailor made financial plan
is waiting for you!

NRI Connect

If you wish to invest in India, the first step is to open a savings bank account. There are different types of bank accounts for NRIs.

  • Ordinary Non-Resident Rupee Accounts (NRO Accounts)
  • Non-Resident (External) Rupee Accounts (NRE Accounts)
  • Foreign Currency (Non –Resident) Accounts (Banks) (FCNR (B) Accounts)
  • Non-Resident (Non-Repatriable) Rupee Deposit Accounts (NRNR Accounts)
  • Non-Resident (Special) Rupee Accounts with banks in India
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news and events

Date : 2017
Received an achievement trophy for Maximum policy sales –Handed by Arunima Sinha

Place: Samukhanand Hall ,Mumbai

Date : September 2017
Seminar at Life insurance Round table conference

Place: Colombo Srilanka

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