about company
We are team of professionals with experience and expertise in various fields of financial services. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Mutual Fund and Insurance Distributors recognized by AMFI (Association of Mutual Fund of India) and IRDAI. We offer comprehensive financial products & services, having highly qualified and experienced team of financial partners. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Product Basket
Our Offerings
Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
Research Portfolios are selected for Goals. We believe in Diversification and Risk profiling.
Track your Financial Journey and Rebalance your investments from any where in the world with the use of our technology.
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
testimonials
Pratque CFO services Pvt Ltd (Vice President)
I have been Looking for an Investment planner and happened to meet Mr. Jay Palshetkar through my friend. I was looking for some long-term Retirement solutions and Jay sir helped me to understand what is Goal-based planning. Earlier I had no idea about Goal Based planning. He is guiding me and helping me to stay consistent. I thank Jay sir for helping me plan my retirement.
Coconut Marketing Solution (Proprietor)
Jay is my family Friend and my financial advisor for the last 7 years. I still remember when he first visited me, I was working for a Pharma company at that time. He explained to me about Mutual funds, SIP, and planning. Earlier I knew only of property as an investment. With the help of Jay Today, I can say I balance my life with luxury and investments. I am investing in SIP, mutual funds, and PMS. I consider him a friend and guide with all my financial decisions. Best of luck Jay for your future.
Mb Crusher India Pvt Ltd (General Manager- Sales)
Hi, I have been associated with Jay Palshetkar for the last 7 years. I started a small sip and gradually increased it. I proudly say that my corpus is above 50 Lakhs now. I am very much happy with the rate of returns. He has strong acumen in the Financial domain. He always guides us about where and how to invest. Apart from this, he provides review periodically which give me immense confidence. My best wishes are with Jay and I strongly recommend him
Riya Travel & tours Pvt Ltd (Deputy Manager)
Hi, I stay in Worli. We normally do a traditional investment like LIC and FD but returns are going down year by year. Luckily my friend Mr. Amit Bane referred me to Jay. Now because of Jay, I got clarity that where, when, and how to Invest. My money is working for me. Special thanks to Jay Palshetkar and Team, thank you
Longulf Trading India Pvt Ltd (Accounts Manager)
I wanted to plan my finances I was desperately looking for a good advisor earlier I just wanted to save tax but when I found jay, He explain to me various investments, goal planning, and purpose. His coaching helped me to understand how to do investments and avoid mistakes. For the last 5 years, I am investing with him and I hope everyone should have an investment advisor like Jay. Best wishes to Jay
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