About Us
Big goals take powerful financial planning. And that’s what precisely we are here for. In today’s time of uncertainty, it’s imperative to create a strong financial base that will lead you to a secure tomorrow - a future free from financial stress worries. Big goals take powerful financial planning. And that’s what precisely we are here for. In today’s time of uncertainty, it’s imperative to create a strong financial base that will lead you to a secure tomorrow - a future free from financial stress & worries.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
"Since a long time I am awailing the service of Mr. Paras & I am very happy & satisfied with the service. The service of him & his staff is upto the mark & also being an insurance agent his way of conduct is in benefit of his clients."
Mukesh G. Shah
Kaarlo Metal & Tubes - Importers, Stockists & Manufacturers
"More than any Organisation you can Trust him. Online Synopsis of his work. GOD Bless him and Grant him many more success in life."
-Mr. Kiran Sanghvi
R. K. Diagnostics
Parasbhai is very well versed with his subject. He has profound knowledge of insurance products. His experience speaks in his work. I know him since 3 years and am quite satisfied with his services and guidance on insurance planning. I wish him all the very best for his future endeavours.
Mr. Parag Upadhyay
Vice President, BNP Paribas
"A Friend, Philosopher and a guiding star in my Financial Career. Thanks a lot for being there for me. I wish him all the best for his future."
Mr. Rajesh K. Singh
Coach &Founder — Proactive Study Centre
"Paras Dhruve is serving me and my family since past 13 years. During this period I found him very knowledgeable, hardworking, transparent who gives valuable advices to the policy holder as per his needs and not just sell the policy to grow his business for earning high agency fees. I am feeling very proud and happy that he is my agent for all my policy investment. I would like to congratulate him for his great success in competitive field."
Mr. Sandeep D. Shah
Partner — Business Link Financial Services
Associate — JPMorgan Chase & Co.
Mr. Jeetendra Jain
Associate — JPMorgan Chase & Co.
"I have been associated with Paras Dhruve since close to 10 years. Apart from family LIC policies I have been regularly investing in Mutual Funds as per his expert guidance. I must admit that he has good subject knowledge, better communication skill and the best team support in all possible manners. Now when he is venturing in smart technology phase, I wish him all the success in coming future."
Mr. Rushang Trivedi
Key Account Manager — Agilent Technologies
I have been knowing Paras for I guess 13-14 years. He is as sincere today as he was when we first met. Prompt service, great follow-up and honesty is his hallmark which has made my life much easier as regard to insurance is concerned. As they say SINCERITY ALWAYS PAYS OFF. Parasis the perfect example for this. All my best wishes to him. Thank you so much for being a great human being.
Dr. Hemal Bhagat
(Gen. Surgeon M.S. DNB)
"Paras has helped streamline my finances by diverting into perfect / long team option , which was earlier only into real estate.''
Mr. Ravi Udupi
Senior Manager | Facilities
"I find Paras most reliable on all his investment suggestions. He is Life line of our investment and much beyond. Excellent before and after sales service, Professional approach. Good back up support staff."
Mr. Dharmesh Ajmera
Businessman — Imitation Jewellery
"I was absolutely delighted when I was offered to write a testimony for Parasbhai. I have never paid so much attention to my Insurance policies. Its almost 14+ years now since we met Parasbhai and we are so relieved since then. Parasbhai not only patiently explained us various options that were suitable to us but also suggested several products as a portfolio as per our requirement. His suggestions were really valuable. Now I feel my family is safe and secure as i feel i have the best coverage. I want to thank him for his wonderful service. Keep up good work. GOD Bless You."
Sangita Paresh Shah
Chartered Accountant
" Parasbhai and team are like family and best single source of LIC insurance policies from last 3 years and will continue to be into long healthy relationship. "
Amit Parikh
Finance Head — J. P. Polymers Pvt Ltd.