We are a Team of Professionals, having expertise in the domains of Business and Financial Analysis, Life Skills, Research, Data Interpretation, Technical space, with in-depth knowledge, wide exposure, and long years of varied experience. Driven by excellence, our USP is our Financial Solutions which emerge from 100 percent dedication and 360 degree thought we give to our client’s present status and future dreams.

The team is headed by Mr. Amit Kumar Maheshwari who is a Certified Financial Planner (CFP) and Qualified Personal Finance Professional (QPFP). Amit has completed his schooling from Don Bosco School. He has completed his B.Com (Hons.), M.Com & MBA and is in Financial Field since last 22 years. Amit and his family understand their social responsibility very well and are involved in many social, charitable and philanthropic activities. Rukmadevi Pannalal Laddha Maheshwari College in Indore, has been renamed after Grandparents of Amit. Amit had been a part of Scout Jamboree in 2019, where he was one of the leader of India Contingent & participated in West Virginia (USA) with 55,000 peoples from 160 countries across the world. Amit loves to Travel and in Last 15 years he visit has been to more than 20 countries like USA, Canada, Europe, Dubai, South Africa, South East Asia and China.

State-of-the-art infrastructural forms the backbone of our organisation and provides technical support, while a worldwide network of associates ensures responsiveness.

What we stand for:-

We are the experts in our domain and we carry out the complete process of Financial Planning with utmost sensitivity and brilliance and precision.

Being the matter of Finance, which in turn affects lives to a great extent, getting deep into the mindset of clients, understanding their specific requirements and aspirations, analysing the information and then providing apt solution requires sharp focus and keenness into the whole process.

We apply both, Left and Right brains in our work. We believe in the philosophy that ‘Nothing is trivial when it comes to taking financial calls”. Along with this, we have a sharp eye on the bigger picture. Hence the financial solutions we provide have a long term vision and reap ripe rewards for our clients. overflow.

Years of Experience

Range of Products


Happy Clients