My Journey

about me

Multiplying Your Wealth
one customer at a time!

You may have different life goals like buying a house, your children's education, or the much awaited holiday at your dream destination. But you need to save enough to meet all your financial goals and also to gift a secured life to your family. Now you may wonder on how to do so? And how much to save so that it’s enough for all our dreams. The answer is in financial planning - which is nothing more than a process of meeting your life goals through a proper and effective management of your finances.

In order to give the best to our clients, I and my team are well-versed with the latest happenings of the investment industry. We aim to keep ourselves updated by attending industry level seminars, conferences, training meets and much more.

Call for any Questions 9725335579 or 9328739224
Rakesh Tanjorkar
(Director and Founder)
Satisfied Clients Portfolio
Crore Insurance Cover
Years of Experience

See how we work with
the vibrant touch

The main factor for
considering me is Trust

  • Regular Monitoring We monitor your portfolio regularly for the opportunities & demand of the market.
  • Need Based Analysis On first meeting, we understand your need and based on that analysis will be provided.
  • Dedicated Manager We believe in improved client relationship and for that you will be provided with one stop contact.
  • Advanced Goal Planning Goal can be of different types ex. Education, Marriage, Car, House or Luxury travel, Based on thay we suggest you plan.
  • Risk Management Market is subject to market risk, but what if we can reduce your risk by regular assessments!