9820360966 Phone
evipul@gmail.com , proactfinancial@gmail.com Email

About Us

We are committed towards providing timely, unbiased and expert guidance so that the best financial decisions can be possibly made. In support with our expert advisory team of professionals, one gets the opportunity to set the entire life goals especially those that can bestow fruitful out comings in the expected future.

For the purpose of tracking the journey of financial freedom we take out our precious time to create the tailored financial strategies for our clients. Learn the smart way outs to build the strong foundation of your current lifestyles by joining us today!

On behalf of our rich advisory team, we seek to provide you with the returns that are aligned, competitive and reliable in nature. For the attainment of broad diversification and a well disciplined approach, consult us today!

  • Mutual Funds
  • Direct Equities
  • IPO
  • Bonds
  • NCD's
  • Travel
  • Estate Planing
  • Retail Loans viz Home Loans LAP
  • Fixed Deposits
  • Insurance
  • Family Office

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A mutual fund is like an investment basket that allows a group of people to pool their money and build a collective corpus.  Fund managers, who are well equipped with the knowledge as well as expertise to handle investors' money are appointed to watchdog performances. The job of fund managers is to build wealth over the long term, identify the right mutual fund scheme and build a solid portfolio that brings good returns.

Wondering why mutual funds?

Investors, today may not have time and expertise to invest in stocks, equities. Where mutual funds seek a validated way by help you take an exposure to the equity market, which is easy, convenient and match appropriately with individual needs, requirements.

Mutual funds help you get access to a diversified portfolio of all debt instruments, which you may not be able to do as an individual, unless you invest a few crore of rupees. The simplest and least expensive way to get wide access to investments, fruitful returns, minimal risks and professional management unarguably makes mutual funds a must have investment.

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Contact Us

Phone

9820360966
Email evipul@gmail.com , proactfinancial@gmail.com
Address: Shop No 43 1st Floor Juhu Supreme Shopping Centre, Gulmohar R d 9
J.V.P.D. Scheme, Juhu Mumbai 400049
Landmark :- Above Tewari / Gangour Sweets ,Opp UTI AMC
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