about us

image I take this opportunity to introduce my self as a Investment Strategist, Accurate diagnosis of needs on the basis of personalized counseling are our unique strengths, which are of special significance for you.

Since 2000 and even today, I am getting my self more trained and educated, so that I can offer most suitable Investments Services to my precious clients, because of this profession, I am associated with more than 400 families. who trust me and taken my services.

I specialized in providing best financial options to clients high priority and permanent financial issues in their entire life.

Santosh P. Ghone (AMFI registered Mutual Fund distributor )
Investment Strategist

My modus operandi is-

1) Detailed fact finding in order to understand the client’s psychological makeup, desires, values, priorities, challenges, strengths opportunities etc.

2) Ascertaining financial needs.

3) Determining its Time horizon.

4) Quantifying these needs.

5) Cognizance of existing provisions.

6) Arriving at a shortfall

7) Prescribing the apt solution.

8) Annual or Biannual review.

Advantages: This methodology gives three distinct advantages to you,

1) You will get complete clarity about the magnitude of your entire life’s financial priorities and its quantification.

2) You will become aware of the shortfall in the desired amounts for the important financial issues of your life.

3) You will be alert about the choice of balance between savings and spending thereby attains financial prudence.

Benefit: This working allows you

1) To immediately start off contribution for necessary additional provisions.

2) Avoid /question /alter unnecessary spending.

3) Be alert to increase further contributions in future at times of promotions and increments so that remaining shortfall if any will be covered.

All these steps enable you to ensure that your financial milestones of your coveted family project are financed adequately and completely thereby allowing you a total satisfaction and deep sense of fulfillment.

I am sure that’s exactly you are looking for.

Please give us an opportunity to introduce our self with you and allow us to give a demonstration of the global concept of “Family Welfare Economics”.

Looking forward for a personal discussion as soon as possible.

Santosh P. Ghone

My Mission:-

To help our clients to get greater clarity, more balance, enhance focus and lifelong confidence thereby setting a stage for meaningful transformation.

My Vision:-

To become a highly referable financial advisory organization in India, by assisting our clients to maximize their TRUE WEALTH in life’s six most important areas and thereby improving their quality of life.