I, Dinesh L. Makwana welcome you to my website. This website will provide you very convenient & excellent tools like, Industry News, Informative Articles, Financial Calculators, Tax & Bonus Information & many more.

A Commerce graduate, I have been working as a Financial Advisor since 10 years. I have been awarded by LIC of India as a Branch Manager Club Member.

We as a TEAM

We are offering very interesting Services like

MUTUAL FUND
LIFE / GENERAL INSURANCE
PROPERTY ADVISORY
FIXED INCOME PRODUCT
EQUITY BROKING

The Purpose of this website is to give Accurate , Prompt & Handy services to the Clients. This website is a quick glance for my clients to reviewing their Insurance & Investment related information at any point of time.

We are having a Personalized Customer Advisory Service. Our organization is made up of a young, expert and dynamic team of professionals each specializing in their respective domains. We are assisted with several clients with their various financial requirements. To update ourselves we do constantly participate in various Educational Seminars & Courses.

My Mantra for Financial Freedom

SAFETY :
TAKING LIFE INSURANCE “TO PROTECT THE FINANCIAL FUTURE OF FAMILY” AGAINST THE PREMATURE DEMISE… IS THE FIRST STEP Of Financial Planning..

GOOD HEALTH :
Taking the Health Insurance for all family members is unavoidable due to “INCREASING MEDICAL TREATMENT EXPENSES”

WEALTH CREATION :
Creating wealth for “CHILD EDUCATION”, “CHILD MARRIAGE” & “SECURING RETIRMENT” through SIP is very easy and convenient. Key Benefits of Investing through SIP

   It brings financial discipline in life.

  Timing risk is eliminated

  Works well over long period

  Enjoy the Power of compounding

  No Need to wait to accumulate big sums

  Reach financial goals in painless manner

3 easy steps to Create Wealth.

1) Start Saving Early – The longer you save, the more you make
2) Invest Regularly – Even a small amount saved regularly is good.
3) Invest in Right Asset Class-This will dictate how much wealth you create