INVESTMENT ADVISORY
SERVICE FIRM

We advise you on stock/securities market, IRA, Educational Savings and manage your invstment portfolio

MARKET RESAERCH &
FINANCIAL PLANNING

We research the stock market and alayize, and prepare financial planning.

Registered
Investment Advisor

We are registered with the State of New York & authorized to provide investment advisory services to New Yorkers.

Professional
Service

We provide competent professional service with proper research & analysis with due respect to facts & accuracies.

Fiduaciary
Duties

We have legally required fiduciary duties to serve our clients in their best interests being entirely truthful.

Services We Provide

Covered in these areas

Stock Market Counselling

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We provide in-person or group counselling about securities/stock market to our clients at our office as well as through video conferencing.

Retirement Planning (IRA)

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We advise our clients about traditional and Roth IRA accounts, its benefits, early withdrawal policies, and required distribution after retirements.

Portfolio Management

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We implement various types of investment strategies to build our client's optimal portfolio as per modern portfolio theory

College Saving

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We advise our clients about the needs and significance of Coverdell ESA and Section 529 plans based on their income level

Market Research

We research overall securities market or a sector or about a specific business while making investment decisions.

Management Consulting

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We provide business management consulting services, such as registration & licensing, prepare business plan and IT consultation.