03, 3rd Floor, Zillion Landmark, Beside Bansal Mall, Tarsali Soma Talav Link Road, Vadodara – 390 025, Gujarat, India
Growth Timeline
2026
Digital Platform Launch
Launch our dedicated mobile app and online portal for clients to manage policies, investments, and financial Servicess digitally.
2027
Regional Expansion
Expand our presence across Gujarat and enter Maharashtra, Madhya Pradesh, and Rajasthan with new branch offices.
2028
AI-Powered Advisory
Introduce AI-driven financial planning, insurance recommendations, and automated customer support.
2029
Corporate & HNI Servicess
Launch dedicated wealth management and corporate insurance solutions for premium clients.
2030
Pan-India Presence
Expand into 25+ cities with 50,000+ satisfied clients and become one of India's leading financial advisory companies.
Strategic Initiatives
MoneyShield Mobile App
Buy, renew and manage insurance policies, investments and loans through one smart mobile application.
Financial Literacy Program
Conduct seminars, webinars and awareness programs for financial planning and insurance education.
Partner Network Expansion
Build a strong advisor and partner network across Gujarat to deliver better customer Services.
Green Finance Initiative
Promote paperless operations and sustainable investment opportunities for future-ready financial Servicess.
50K+
TARGET CLIENTS BY 2030
25+
CITIES TO EXPAND
₹100Cr
AUM TARGET BY 2030
100%
DIGITAL JOURNEY
Secure Your Financial Future