Life Insurance

We cater Life Insurance services to HNI, NRI, Middle Class & Lower Class individuals with aim that those who contact us should be covered with insurance with their need base. Neither over insured nor under insured.

General Insurance

We have general insurance expertise in medical insurance under HFF, Vehicle insurance with package cover.

HDFC Deposits

In volatile market most of Indians require stable moderate interest and safety of principle, return of principle which is provided with HDFC that has ARAI rating in last 15 years.

Mutual Funds

Selected Mutual funds are advised with stable growth for long term with one time investment or SIP.

Other Financial Services

Free filing of Income Tax Return of individual & other categories of persons, preparing project report in W.C & T. L. since inception to final disbursement.

Our Services

All financial services under one roof

Meet Our Team

Mrs. A. D. Pol is in this finance business for last 31 years having completed her post-graduation. An honest & straight forward business entrepreneur.
Not only accumulation of wealth for the customers but the well-being of individuals in their other areas of life has always been her focus.

Mr. D. V. Pol has 47 years of expertise in Finance and Accounting and corporate experience of Pvt. & Public Ltd. Co.
He is able to mix up with clients from 90 days to 95 years with full enthusiasm and chalk out a financial plan for them.

Want to generate a Continuos Cash Flow ?

Plan a Luxurious Life after retirement in less than 1 hour

Why Choose us

More Than 30 Years of Experience

We have expertise in financial advisory for more than 30 Years. You will be assured for the right guidance for investing your money once you are connected with us.

Diversified Team to guide

We have a diversified team who will guide you throughout for creating  savings for yourself and generating wealth. As said our team believes to be honest as they deal with your hard earned money

Located in the most accessible place

We are located in Erandwane just close to Kothrud in Pune. We can be accessible to you from any given location or can travel anywhere any of your urgent or not so urgent matters.

At service on all days of the week

You can visit us on all the weekdays and specially on weekends. We are just a call away for any of your queries at any given time

Strategy Development

We help entrepreneurs get ready to raise capital. Please note that we can help our clients raise seed capital. This usually consists of some or all of our services. This is a service that is heavily regulated.

More than 30 Years
of Experience

1000+ LIC
500+ general insurance
500+ satisfied
multiple recognitions received


Request a call Back.

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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