Welcome To Company Name

We all need to be in control of our money, but too often - money controls us. This can happen when we have no clear idea of what we want from our life, and no real plan to help us achieve it.

At Company Name we will help you realise your personal and financial objectives. By developing a clear financial plan & investment strategies we will provide you with the structure to help you achieve what you really want from life.

An ideal wealth manager is the one who anticipates, understands and proactively solves financial and investment planning problems by helping investor in

  • Wealth creation
  • Risk management and
  • Tax efficiency.

Company Name is an independent financial services company based out of Nasik dedicated to helping individuals and companies achieve their financial goals. Company Name is committed to managing financial affairs for a broad spectrum of clients: individuals, families, institutions, foundations, and charitable entities. Collectively the team has more than three decades of experience serving as investment consultants for domestic and international clients.

Market Watch


#39;Least concerned about political risk, India at lowest point in NPA cycle#39; Madhav Dhar of GTI Capital said currently the banking sector is on strong footing but my apprehension is that private investment cycle kicking off need to be seen, though banks are not lending due to NPA problems.
Thu, 16 Aug 2018 11:40:52 +0530


Jinesh Gopani In the long run stock prices are slaves to company earnings. With headline indices continuing to march on to new records and strong IPO`s hitting the market, investors, the Indian equity story is far from over, Jinesh Gopani, Head - Equity, Axis Mutual Fund told Moneycontrol#39;s Sunil Shankar Matkar.
Thu, 16 Aug 2018 07:25:48 +0530


Sugandha Sachdeva Volatility has thus become the flavor in recent months as oil markets reacted to increased supply from the OPEC, Russia and the US.
Wed, 15 Aug 2018 11:49:12 +0530


Nitin Rao Nitin Rao of Reliance Wealth Management feels while both equity and debt are attractive, it is certainly a good time for debt allocations.
Wed, 15 Aug 2018 08:37:05 +0530


Jayant Manglik Traders should continue with their buy on dips approach but remain cautious while selecting stocks, says Jayant Manglik of Religare Broking
Tue, 14 Aug 2018 12:06:10 +0530


Ajay Srivastava Ajay Srivastava of Dimensions Consulting is betting big on PVR at present as he feels it is the new Maruti Suzuki in the entertainment space
Tue, 14 Aug 2018 11:50:35 +0530


Ashish Chaturmohta If the market starts to trade below 11,340 levels, Ashish Chaturmohta of Sanctum Wealth Management expects profit booking towards 11,200-11,170, which is a major support level
Tue, 14 Aug 2018 09:27:14 +0530


TIW Private Equity is betting on these 3 long term value creators, should you? Mohit Ralhan of TIW Private Equity said increase in interest rates and specific event risks around de-globalisation are key risks
Tue, 14 Aug 2018 09:08:01 +0530


Abhishek Goenka The Turkish Lira hit the 7.24 mark against the dollar and is trading 8 percent weaker compared to Friday’s close
Mon, 13 Aug 2018 12:07:54 +0530


Sanjeev Prasad Sanjeev Prasad of Kotak Institutional Equities said investors can make earn huge returns in corporate banks with a six-to-nine month perspective
Mon, 13 Aug 2018 11:38:53 +0530


Prashanth Tapse Prashanth Tapse of Mehta Group is optimistic about sectors like insurance, banking and FMCG and bearish on sectors like pharma.
Mon, 13 Aug 2018 10:38:00 +0530


Mazhar Mohammad Mazhar Mohammad of Chartviewindia.in said in case of a fresh breakout above 11,500 levels, the next logical target for the Nifty can be projected up to 12,200
Mon, 13 Aug 2018 08:06:00 +0530


Akash Jain At the current juncture, Akash Jain of Ajcon Global believes valuations of many midcaps and smallcaps look appealing after the recent destruction in stock prices
Mon, 13 Aug 2018 07:56:48 +0530


Amit Gupta Amit Gupta of ICICIdirect said FII stance may remain muted in a trade war while dollar strength intensifies in the coming week.
Sun, 12 Aug 2018 10:08:23 +0530


Sumit Bilgaiyan Looking at IIP and GDP numbers, one thing is quite clear that India is on high growth trajectory, Sumit Bilgaiyan of Equity99 said.
Sat, 11 Aug 2018 11:13:46 +0530


Mrs Bectors Food Specialities files Rs 800 crore IPO papers The IPO will see sale of shares to the tune of Rs 800 crore by existing shareholders and promoters, according to the draft red herring prospectus (DRHP) filed with Sebi.
Tue, 14 Aug 2018 16:26:05 +0530


Mazgon Dock Shipbuilders gets Sebi go ahead for IPO The public sector undertaking had filed draft papers with the Securities and Exchange Board of India (Sebi) in April seeking its clearance to launch an IPO and obtained its "observations" on August 10, according to the latest update with the markets watchdog.
Mon, 13 Aug 2018 20:36:05 +0530


CreditAccess Grameen IPO subscribed 2.22 times so far on last day of issue The IPO, worth Rs 1,131 crore, got bids for 4.17 crore shares against a total issue size of 1.88 crore shares, data available with NSE, as of 7 pm, revealed.
Fri, 10 Aug 2018 15:03:12 +0530


Subscribe to CreditAccess Grameen Ltd: Geojit Geojit has come out with its report on CreditAccess Grameen Ltd. The research firm has recommended to "Subscribe" the IPO in its research report as on August 07, 2018.
Wed, 08 Aug 2018 12:54:45 +0530


CreditAccess Grameen#39;s Rs 1,131-crore IPO opens: Should you subscribe? Majority of brokerage houses do not expect huge listing gains from the microfinance lender as they feel it is highly valued at current price band.
Wed, 08 Aug 2018 08:18:47 +0530


Subscribe to CreditAccess Grameen Ltd: Prabhudas Lilladher Prabhudas Lilladher has come out with its report on CreditAccess Grameen Ltd. The research firm has recommended to "Subscribe" the IPO in its research report as on August 06, 2018.
Tue, 07 Aug 2018 16:08:41 +0530


Subscribe to CreditAccess Grameen Ltd: Choice Broking Choice Broking has come out with its report on CreditAccess Grameen Ltd. The research firm has recommended to "Subscribe" the IPO in its research report as on August 03, 2018.
Tue, 07 Aug 2018 13:50:40 +0530


Subscribe to CreditAccess Grameen Ltd: Hem Securities Hem Securities has come out with its report on CreditAccess Grameen Ltd. The research firm has recommended to "Subscribe" the IPO in its research report as on August 06, 2018.
Tue, 07 Aug 2018 13:17:50 +0530


CreditAccess Grameen IPO to open on August 8; 10 key things to know before investing CreditAccess Grameen#39;s public issue comprises a fresh issue of up to Rs 630 crore and an offer for sale of up to 1,18,76,485 equity shares by the promoter, CreditAccess Asia N V.
Tue, 07 Aug 2018 12:13:01 +0530


Stellar Listing: HDFC AMC shares close above Rs 1,800, spikes 65% on Day 1 Individual who invested in the IPO of country#39;s second-largest mutual fund house earned Rs 715.15 on each share.
Mon, 06 Aug 2018 15:59:07 +0530


Stellar Listing: HDFC AMC shares close at Rs 1,815.15, spikes 65% on BSE Individual who invested in the IPO of country#39;s second-largest mutual fund house earned Rs 715.15 on each share.
Mon, 06 Aug 2018 15:59:07 +0530


Bumper Listing: HDFC AMC stock debuts at Rs 1,738, a healthy gain of 58% to issue price This is the fourth company from the HDFC Group listed on bourses after HDFC, HDFC Bank and HDFC Standard Life.
Mon, 06 Aug 2018 09:55:31 +0530


CreditAccess Grameen#39;s Rs 1,131-cr IPO to open on August 8, price band at Rs 418-422 NULL
Wed, 01 Aug 2018 16:45:30 +0530


Tepid debut: TCNS Clothing closes 8% lower at Rs 657.80 on Day 1 After opening at Rs 715 against issue price of Rs 716, it touched an intraday high of Rs 724.50 and low of Rs 626.60 on the BSE.
Mon, 30 Jul 2018 16:17:20 +0530


TCNS Clothing slips into red after flat debut at around Rs 716 TCNS Clothing opened flat at around issue price of Rs 716 and then slipped in to red with a percent loss.
Mon, 30 Jul 2018 10:07:18 +0530


Mutual fund inflow rises 43% to Rs 1.4 lakh cr in Q1: Amfi According to Association of Mutual Funds of India (Amfi) data, the inflow has also helped in pushing the assets base of the 42-player MF industry to Rs 23.40 lakh crore at the end of June this year, an increase of 20 per cent from Rs 20.40 lakh crore in June-end 2017.
Thu, 12 Jul 2018 14:56:13 +0530

Schedule a Meeting

Name:
E-mail:
Mobile:

Message:

Captcha: