About Us


Welcome to our website!

You may have different life goals like buying a house, your children's education, or the much awaited holiday at your dream destination. But you need to save enough to meet all your financial goals and also to gift a secured life to your family. Now you may wonder on how to do so? And how much to save so that it’s enough for all our dreams. The answer is in financial planning - which is nothing more than a process of meeting your life goals through a proper and effective management of your finances.

I , Rakesh Tanjorkar, will guide you towards achieving all that you dream of in few easy but important steps. With over 15 years of experience as a Financial Advisor and 5 plus years with the Mutual Fund industry, I have helped more than 1500 families and individuals to lead financially secured life.

My Team

In order to give the best to our clients, I and my team are well-versed with the latest happenings of the investment industry. We aim to keep ourselves updated by attending industry level seminars, conferences, training meets and much more. With advanced but user friendly CRM solution in place, we are highly equipped to meet all our clients needs and requirements by offering them top notch services like view/access to their portfolios, financial tools for better investment planning, payment reminders, much more.

Our Vision and Mission

Instead of doing product-based selling, we believe in giving right advice according to client’s need. I advice and help my client to balance their investment portfolio in order to maximize the risk adjustment return. We also provide customized investment and insurance plan according to the client’s set goal and objectives. My philosophy is to empower our clients decisiveness by educating them on various aspects of personal finance.


  • MDRT (USA) MEMBER from last 15 years
  • PLC ( Prudent Loyalty Club) winner from last 7 years.