We are not here to make you rich…
We intend to make you wealthy !

You just need to make up your mind…
We will deliver !

Mr.Kucheria is among the few trustworthy, informed people in the Financial and Taxation space. Long on expertise and short on nonsense, he is a responsible and honest resource for our entire group. Priti is a brand in the Insurance space and her product knowledge across companies is admirable.

Dipak Agarwalla
Founder, Saurashtra Fuels P.Ltd. & Saurashtra Containers P.Ltd.


I wonder whether the word “excellent” is sufficient to describe the quality of service that you provide. It would be in anyone’s interest to have a long term association with you.

Nitin Potdar
Corporate Lawyer, J.Sagar Associates – Lawyers

Ajit’s approach is refreshingly different from anyone I have spoken to previously. Everything is explained in clear, simple terminology. His knowledge of companies and structures in the marketplace is impressive and so is his integrity without doubt.

Devpriya Kanoria
Director, Aditya Mills Ltd.


You and your office have always handled my matters very efficiently; be it my Mutual funds/Bonds Investments, Life Insurance, Medical Policies, Pension plans, Estate Planning, etc. I feel secure that we are in very safe hands.

Sujal Shah
Leading Chartered Accountant and Expert in Business Valuations

Priti has a fine balance of objectivity and sensitivity. She has an eye for details and gets into the client’s shoes to evaluate his/her view-point. Priti has all the qualities required of a proficient Life Insurance advisor.

Tarun Chugh
Chief Distribution Officer, ICICI Prudential Life Insurance Co.Ltd.


Presentation on Asset Planning & Investment made to our management staff by Ajit & Priti was crisp, excellent and easy-to-understand.
Personally speaking, it was really an eye opener & I realized how careless I have been in planning for my family’s future. Though I have been saving, I had not really set my goals and priorities right. Their talk gave clarity on how much I need to save regularly and periodically. Overall it was a very inspiring, rich and fulfilling experience. I thank them and wish them success in all their future endeavour.

Patrick B. Pratap
Director Administration, Sushrut Hospital & Research Centre

You both are most sincere and honest in your approach. You put the client first. You  have only the client’s interest and not your own. The service, the feedback and support we get from both of you is unmatchable, and this is why I have introduced you to my other family members for their financial needs.

Gauri Nair
Director, Innet Pvt.Ltd. (BPO)


Ajit has provided excellent guidance for my investments. I have full confidence in him. Priti doesn’t mind explaining things simply, time and time again! Good, clear insurance advice, without lots of jargon, accessible and above all, professional. Their system of follow up is remarkable.

Dr.M.K.Raina
Consultant to Multinational/National Pharmaceutical 
Prod.Manufacturers

I have had an excellent experience working with Ajit and Priti for several years and am pleased with their work in management of taxation and insurance planning. I have recommended their services to many friends and family in USA.

Dr.JAGADISHWAR SIRIGIRI
Founder, Bridge 12 Technologies, USA