About Us

I, Khagendra Dave, am involved in finance industry since 1986. I started my career as a banker. I left banking Service and started my Independent Financial Advisory in September 2010.

My bouquet of services includes:

  • »  Mutual Funds
  • »  Life Insurance
  • »  Medical Insurance
  • »  Corporate Fixed Deposits
  • »  NRI Investments
  • »  Capital Gain Bond
  • »  Home Loans
  • »  Obtaining PAN Card

Key Features:

  • »  Independent Goal Based Advisory
  • »  Periodic Portfolio Tracking / Statements.

The endeavor is to give fair advise based on need of the investor and goal to be achieved. Advisory is a consultative process where investors are also required to be clear in their mind about the need of money,hence I invest my time in that consultation and understanding and not take hasty investment decision .