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We are a group of individuals who are qualified, competent and experienced to deliver excellent financial services to our clients. Our team leader is Mr. Bhadresh Patel who is a Certified Financial PlannerCM. The CFP is a mark of excellence in Financial planning.
We also organize financial planning seminars at your work place, institute, Community center or any other group. We can also customize seminars to address topics relevant to your group like planning for doctors, retirement planning, Debt management, Planning for Businessman, etc. We also provide pure advisory and consultation for your query, problems and related issues.
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Investor Corner

Wealth having not in consist great possession, but in having few wants,It has survived not only five centuries, but also the
leap into electronic typesetting, remaining essentially unchanged.

Wealth having not in consist great possession, but in having few wants,It has survived not ..

Wealth having not in consist great possession, but in having few wants,It has survived not ..

Wealth having not in consist great possession, but in having few wants,It has survived not ..

Wealth having not in consist great possession, but in having few wants,It has survived not ..

Wealth having not in consist great possession, but in having few wants,It has survived not ..

Wealth having not in consist great possession, but in having few wants,It has survived not ..

Latest Update


Sunil Singhania Monsoon will play a very vital role in the performance of companies which are agri focussed, Sunil Singhania, of Reliance Mutual Fund said in an interview to CNBC-TV18
Mon, 08 May 2017 14:11:25 +0530


Harsha Upadhyaya In an interview to CNBC-TV18 Harsha Upadhyaya, CIO-Equities at Kotak Mutual Fund shared his reading and outlook on the market. He also spoke about the new banking regulation ordinance that the government has notified to resolve non-performing asset (NPA) issues.
Sat, 06 May 2017 13:28:44 +0530


Vijai Mantri Instead of investing in the last month of March an investor can start investing monthly to avoid last minute hassles. Not only this is very calming on nerves but also improve our chances of making more money.
Thu, 04 May 2017 09:51:49 +0530


Balwant Jain ELSS though may have some of very good features but still may not be suitable for each and every person due to various reasons.
Tue, 02 May 2017 09:15:35 +0530


Anil Rego Apart from creating wealth over the long term, there is also an important tax benefit that you get when you invest in an ELSS.
Tue, 25 Apr 2017 10:05:01 +0530


Election victory gave clear direction to investors: Sundaram Mutual Fund Sunil Subramaniam of Sundaram Mutual Fund also said that apart from the positivity, unplanned taxpayers rushing to invest before the financial year could have led to the surge in flows
Fri, 21 Apr 2017 14:07:58 +0530


Harsha Upadhyaya Harsha Upadhyaya of Kotak Mutual Fund also cautioned investors on midcaps as they could be volatile in the near term. He also remained cautious on IT sector.
Thu, 20 Apr 2017 11:06:08 +0530


Expect improvement in earnings for a largely consumer facing businesses: BNP Paribas MF In an interview to CNBC-TV18, Anand Shah, CIO at BNP Paribas MF, spoke about his reading of the market and his outlook.
Tue, 18 Apr 2017 14:28:20 +0530


Balwant Jain Investment in balanced funds obviates your need to invest in two different asset classes for asset allocation. Balanced funds also obviate the need to periodically monitor and rebalance different asset classes in predetermined proportion.
Tue, 18 Apr 2017 10:43:17 +0530


Juzer Gabajiwala The equity diversified category’s best fund return on a five year basis is more than 2.4 times that of the index funds’ best fund return.
Mon, 17 Apr 2017 08:53:51 +0530


Nilesh Shah Fund house’s MD, Nilesh Shah, recommends that investors must invest in the market through SIPs as the time to make easy money is now over.
Tue, 11 Apr 2017 10:06:58 +0530


Ajay Tyagi Pharma looks good from a valuation perspective and so the house is increasing its exposure to the space, said Ajay Tyagi of UTI Mutual Fund.
Mon, 10 Apr 2017 13:12:55 +0530


Not expecting any action on rates from RBI: UTI MF "We are not expecting any action on the rates from RBI, but there is a very strong case for RBI to at least address excess liquidity in the system", Amandeep Chopra, Group President and Head of Fixed Income at UTI MF told CNBC-TV18.
Thu, 06 Apr 2017 11:55:45 +0530


Mahesh Patil Mahesh Patil of Birla Sun Life AMC sees companies with good earnings visibility to be a key to the market and domestic-focussed ones will see a pick up in results. He prefers consumer discretionary, NBFCs and metals from a long term perspective.
Wed, 05 Apr 2017 10:22:17 +0530


Arnav Pandya These changes must be watched carefully to understand the impact on the portfolio.
Wed, 29 Mar 2017 11:24:59 +0530


To use part of IPO proceeds towards working capital and capex: PSP Projects Ahmedabad-based construction company PSP Projects planning to raise around Rs 200 crore through their initial public offering (IPO).
Tue, 09 May 2017 16:02:47 +0530


PSP Projects#39; IPO to hit the markets on May 17 The issue, which closes on May 19, includes a fresh issue of up to 72 lakh equity shares and an offer for sale of up to 28.8 equity shares.
Tue, 09 May 2017 15:37:07 +0530


HUDCO IPO receives good investor response as issue gets completely subscribed The issue was oversubscribed 1.08 times as of 12:30 pm on Tuesday as it received bids worth 22,07,41,600 shares against the total issue size of 20,40,58,747 shares.
Tue, 09 May 2017 12:50:53 +0530


HUDCO IPO to raise up to $189 million fully subscribed The government, which fully owns HUDCO, is selling an about 10 percent stake in a price range of 56 to 60 rupees a share in the IPO that closes on Thursday.
Tue, 09 May 2017 12:22:04 +0530


Himanshu Gupta We will continue to improve our margins and in the next two to three years we believe we will try to improve our margins by close to 200 basis points, said Himanshu Gupta, MD, S Chand Co
Tue, 09 May 2017 12:19:23 +0530


New Listing: S Chand  Co debuts on D-Street with 3% gain at Rs 689 The company#39;s IPO had seen strong investor interest, which had been subscribed 59.28 times; it had raised Rs 219 crore from anchor investors.
Tue, 09 May 2017 10:02:21 +0530


Pradhan Mantri Awas Yojana will drive disbursements ahead: HUDCO State owned Housing and Urban Development Corporation or HUDCO launched their Rs 1,200 crore initial public offering (IPO) on May 8, 2017. As of this morning, the IPO has been subscribed a total of 0.63 times with over-subscription coming in from the retail end. In an interview to CNBC-TV18, Ravi Kanth Medithi, CMD and Rakesh Kumar Arora, Director-Finance at HUDCO spoke about the IPO and the latest happenings in the company.
Tue, 09 May 2017 09:54:53 +0530


HUDCO#39;s IPO subscribed 58% till 4:15 pm From a total issue size of 20,40,58,747 shares, the issue received bids for 8,73,93,000 shares, according to data available on NSE’s website.
Mon, 08 May 2017 15:45:11 +0530


Subscribe to Housing and Urban Development Corporation Ltd: HEM Securities HEM Securities has come out with its report on Housing and Urban Development Corporation Ltd. The research firm has recommended to "Subscribe " the IPO in its research report as on May 11 , 2017.
Mon, 08 May 2017 14:08:23 +0530


S Chand  Co to debut on D-Street today: Key things to know Textbook publisher had seen an oversubscription of its issue at over 59 times and had raised nearly Rs 219 crore from anchor investors.
Mon, 08 May 2017 12:44:17 +0530


State-owned HUDCO’s IPO opens today. Should you subscribe? Analysts largely bet on the entity’s likely benefits of the government’s housing push as well as its exposure to non-private entities. They recommend subscribing to the issue from a long term perspective.
Mon, 08 May 2017 08:10:50 +0530


HUDCO IPO to hit Street today: Here are 6 questions answered on the issue With fundraising plans to the tune of around Rs 1,200-1,500 crore, the exercise is being done to help the government with divestment plans.
Sat, 06 May 2017 14:13:35 +0530


Subscribe to Housing and Urban Development Corporation Ltd: GEPL Capital GEPL Capital has come out with its report on Housing and Urban Development Corporation Ltd. The research firm has recommended to "Subscribe " the IPO in its research report as on May 05 , 2017.
Fri, 05 May 2017 17:36:50 +0530


IRB InvIT opens for subscription. Here are 5 things to know about it The company plans to raise over Rs 4,650 crore and the price band for the same has been fixed at Rs 100-102 per unit.
Wed, 03 May 2017 08:22:44 +0530


Ahead of IPO, IRB InvIT Fund raises Rs 2,100 crore from anchor investors The IRB Infrastructure Developers’ InvIT Fund has allotted 20.53 crore units on an average of Rs 102 to 28 anchor investors for a sum of Rs 2,094.50 crore, the company said in a statement.
Tue, 02 May 2017 21:57:30 +0530


Remain sceptical on banks#39; bad asset turnaround; see upside in aviation: Dipen Sheth HDFC Securities’ Dipen Sheth is a little skeptical of a turnaround in bad assets. He sees upside in aviation stocks and gave a positive outlook on InterGlobe Aviation.
Tue, 09 May 2017 11:11:53 +0530


Ashwani Gujral NULL
Mon, 08 May 2017 17:22:13 +0530


Madhav Dhar This is not a young bull market because it has been seven years in the making and neither is it a cheap one, but it remains a bull market, said Madhav Dhar, Managing Partner, GTI Capital Group.
Mon, 08 May 2017 13:47:42 +0530


Udayan Mukherjee We need a trigger now which is far more important to break us out of this valuation versus liquidity trading range, said Udayan Mukherjee of CNBC-TV18.
Mon, 08 May 2017 11:26:44 +0530


Nilesh Shah Envision Capital’s Nilesh Shah believes auto ancillaries and logistics firms could see better earnings compared to the overall earnings scenario. He finds IT and pharma to be fantastic long term investment bets.
Mon, 08 May 2017 10:16:51 +0530


Sanjeev Prasad We increase weight on GAIL and NTPC and remove Tata Power from our recommended large cap model portfolio. We also remove Axis Bank from the portfolio and allocate the same to HDFC and HDFC Bank, says Sanjeev Prasad of Kotak Institutional Equities.
Mon, 08 May 2017 08:18:04 +0530


Trade Setup for Monday: 10 things you should know before Opening Bell The Nifty50 bounced back from its crucial support of 13-days exponential moving average (DEMA) but closed below its crucial resistance level of 9,300 on Friday and made a bearish engulfing pattern on the daily charts.
Sun, 07 May 2017 15:31:33 +0530


Highlights: Berkshire#39;s Warren Buffett comments on healthcare, trade, buybacks Billionaire investor Warren Buffett and Berkshire Hathaway Vice Chairman Charlie Munger are answering five hours of questions from shareholders, journalists and analysts at Berkshire#39;s 52nd annual meeting in Omaha, Nebraska.
Sun, 07 May 2017 10:16:03 +0530


Even at high valuations, great stories are waiting to be discovered NULL
Sat, 06 May 2017 13:02:02 +0530


Sensex could trade at 50K if earnings grow by 15% CAGR in next 3 years We turned bullish on the markets way back when Nifty was trading close to 7500 levels. We have maintained a positive stance and have been advising clients to remain invested.
Sat, 06 May 2017 09:36:31 +0530


Market Masters: Top market voices decode the rally NULL
Fri, 05 May 2017 20:15:53 +0530


Ashwani Gujral NULL
Fri, 05 May 2017 16:56:26 +0530


Here are a few stock ideas by Mukul Kochhar In an interview to CNBC-TV18#39;s Prashant Nair and Ekta Batra, Mukul Kochhar, Head of Institutional Sales (India), Investec Capital Services shared his reading and outlook on the market and also gave recommendations on various stocks.
Fri, 05 May 2017 14:03:03 +0530


Andrew Holland Andrew Holland of Avendus Cap Alt Strategies sees high valuations could be sustainable if earnings pick up. He likes private banks against PSU banks and feels GST could hit mid and small caps
Fri, 05 May 2017 10:59:25 +0530


Anup Maheshwari NULL
Thu, 04 May 2017 16:35:01 +0530

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