A Financial health checkup is the first step in our financial planning process and is based on various parameters of personal finance and involves scrutinizing of income, expenses, savings, goals, assets, liabilities etc. Trust me, some of the outcomes will surely make you think.
We will provide an easy idea whether your finances are aligned with your goals or if there’s a need or scope for some improvement. Basically, we will help you identify the gaps in your finances and outline steps to fill those gaps and help you to come up with strategies with respect to savings and investment decisions.
Founded by me, Ajay Kumar Balwant Rupani, having an experience of over 23 years in the Mutual Fund industry having worked with some of the best Global and Local Asset Managers.
C/o, Adiveritas Inspections Pvt. Ltd.,
Office No. 1 & 2, Plot 94 & 95, Sector 19,
Kharghar, Navi Mumbai 410210
+91 9833152465
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-245615 | Date of initial registration – 23-May-2022 | Current validity of ARN – 14-Jun-2026
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