• +91 98201 59558
• khbheda01@gmail.com

About Us

Are you looking

for a better planned way to INVEST
your valuable earnings?

Do you need to save TAX?

Kekin Bheda's (Financial Advisor)

Mumbai based company is a one stop solution to all your financial questions. A random plan can cause risk, but an organized plan makes a handsome profit.
We know the difference and so we are pioneers of Financial Planning. We plan to modify your dreams into reality. We aim at providing you affordable advice with profitable returns. We are not just planners, but Friend + Philosopher + Guide, who is totally involved in you to make your financial stability more efficient and your future more secure.

SECURE
RETIREMENT!!!

CHILDREN
EDUCATION!!!

OWN
HOUSE!!!

PEACEFUL
FUTURE!!!

This Is all you dream about.

And we dream to make your dreams come true!!!

We acquire 20 Years In depth experience of LIC and Investments Tools
We have tie up’s with below agencies.

LIFE INSURANCE CORPORATION OF INDIA

THE ORIENTAL INSURANCE CO LIMITED

BAJAJ ALLIANZ GENERAL INSURANCE CO LTD.

APOLLO MUNICH Health Insurance CO LTD

MAX BUPA Health Insurance CO LTD

PRITHVI FINMART PRIVATE LIMITED

NJ INDIA INVEST PRIVATE LIMITED

Why Choose Us

Creating the life you love.

A torch is always helpful in the dark. Every person who needs to
climb needs a ladder. We provide you that ladder to climb the life
you always dreamt of, the life you always seek to, the life you love.
A satisfied life depends upon the satisfaction of our family.
Spending quality time in this hectic schedule with a handful of money
to expense is a big task. Until we help you to do so. We know the value
of your emotions and thus respect them, and it shows in our work.

Planning for the future.

Future is unpredictable and its true.
One cannot predict the future, but the best you can do
is plan for it. When there is a need of any plan we are
here to serve you. We help you create best of plans to
secure your future and guarantee happiness in returns.

We will help you to achieve your Goal

You set your destination, we will lay the path for you.
We will help you achieve your goals because we know the
value of your happiness and so we work for the same.
Your peace is our prosperity. Because retirements is not
the end but it’s a start of new innings.