About Us
Our firm, established in 1950, is a leader in the finance industry, offering a wide range of services to help our clients manage their wealth and plan for their financial future. Our wealth management services include financial planning, portfolio management, and risk management. We work closely with our clients to understand their unique financial goals and tailor our services to meet their needs.
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In addition to wealth management, we also offer insurance services through our team of experienced agents. We provide a variety of insurance options, including life, health, and property insurance, to help our clients protect themselves and their assets.
Our investment banking services include a range of services such as underwriting, M&A advisory, and capital raising. Our team of experienced professionals have the knowledge and expertise to help our clients navigate the complex world of investment banking, and provide them with the best solutions for their business.
We are committed to providing our clients with the highest level of service and support, and we work hard to stay ahead of the curve in the ever-changing financial landscape. If you're looking for a finance firm that can help you manage your wealth, protect your assets, and achieve your financial goals, look no further than our company.
10,000+
Claims Settled
20,000+
Happy Clients
70+ Years
Industry Expertise
100Cr.+
Managed Portfolio
Our Team
Basant Chowhan
Director
Basantkumar joined the family business in 1975. He carries plethora of experience having seen several economic cycles. His knowledge and passion for financial markets and insurance is flawless. He has a very disciplined way of research and recommending products which has been adapted by other members of the team.
Ashwin Chowhan
Head - Life Insurance
Having joined the business at early age, Ashwin brings years of experience to the table. Being the first of the new generation in the team, Ashwin adds a blend of financial conservatism and risk management approach to insurance advisory. He spends his weekends playing gaming consoles and cricket.
Amit Chowhan
Head - General Insurance
Having completing MBA, Amit has worked with couple of private insurance companies as sales manager. He is well updated with the general insurance market and brings in the latest technology and products to the team. If not working, Amit is found cooking and watching movies.
Pranit Chowhan
Head - Wealth Management & Corporate Relations
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Pranit is the latest addition to the company. Having completed MSc. Finance and passing CFA level 2, Pranit has worked in fund management and financial services for around 5 years. In spare time, he enjoys a game of tennis, reading, yoga and long distance running.