About Us

Maj Ashish Chadha is a riding and polo blue from National Defense Academy, merit card in squash and has been awarded a Commendation card by the Indian Army for services at Bana Top the world highest fighting post in Siachen Glacier. This business has been set up by the inspiration of Col & Mrs. Y.P. Chadha in1996. Currently we manage 200 Crores in our company across equity, fixed income, arbitrage and endowment assets.

Achievements

1. We helped GE Money to create financial planning content for its Website in India.
2. We conducted workshop on “Portfolio Management” for HSBC Bank.
3. We won the highest long term equity asset for north India from Franklin Templeton Funds.
4. Last two year Court of the Table and 4 year Million Dollar Round Table, USA member a global financial professional standard.
5. We managed GE Provident and Superannuating fund from 1996 to 2000.
6. We are Top 5 insurance Agent in LIC in north India this year
7. We won awards from HDFC Mutual Fund for largest sale in Systematic Investment Plan, volume wise and value wise for 2005-06,2004 -05.
8. Maj Ashish Chadha speaks on financial planning & Portfolio strategies on national channels on regular basis.

We offer the following services

1. We are a cradle to grave business. We hope to be of service to you and your family for a lifetime just as we have been working with families for last 10 to 15 years.
2. We are in the business of offering financial planning and wealth management across asset classes to include real estate: commercial and residential, equity, fixed income, and arbitrage.
3. We can help you do the following thing better :-
• Save money for your children’s future.
• Save money to buy your dream house and car.
• Create a nest of savings for retirement, holiday in Paris, scuba diving in Hawaii, a visit to Nepal Himalayas etc.
• Create wealth for so that you can spend more time with your family Golf etc.
• Help live a comfortable retirement life.
• Succession planning: transfer wealth to next generatio

Products

• Portfolio Management Schemes
• Mutual Funds- Debt, Equity and Money Market.
• Endowment Plans, Term Insurance
• Tax Advice for salaried class
• Will and estate transfer.