We are the Personal Financial Planner with the aim of providing individual(s)/businesses optimal solutions to their Financial Issues:

 I-Financial Plan

Along with we do also provide Awareness on Financial Product/Service(s) to an individual via

  I-Learn Online Learning Facility

Besides, helping our clients in claiming their unclaimed/idle/physical funds is what differentiate us from others.  Thus, promoting Digitization of Financial Instruments through our

Mission Money-Back Services

Our mission is to:

  • Provide Customized  and Reasonable Fee-Only Financial Plan for clients
  • Promote the knowledge of Financial Literacy to our clients while working with them towards the path of financial freedom/independence and;
  • Help investors in claiming of their Unclaimed Financial Instruments.

Investiture, where the client becomes our Financial Friend focuses, on resolving the client’s personal finance issues in a cost-effective and transparent manner. 


Thus, our vision is to be one of the most demanded Personal Financial Planner in India by 2021 through:

  • Diversification
  • Sustainable Growth and;
  • The high rate of Client Satisfaction.