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Our Partners
Plan your future goal
Planning Futures
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Education Planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Product offering
Mutual Funds/SIPs
PMS & AIF for HNIs
PMS & AIF for HNIs
A mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.
PMS & AIF for HNIs
PMS & AIF for HNIs
PMS & AIF for HNIs
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are investment options that cater to the needs of high net worth individuals (HNIs). PMS focuses on building custom portfolios for individual clients, and AIFs are alternative investment vehicles that invest in non-traditional assets.
NPS
PMS & AIF for HNIs
Annuity
The National Pension System (NPS) is a government-backed retirement savings scheme in which subscribers invest regularly during their working life to build a corpus for their retirement.
Annuity
Govt. Bonds and FDs
Annuity
Annuity products are insurance contracts that provide a guaranteed stream of income payments for retirement. They come in various types and can offer tax-deferred growth and a death benefit. Annuities can be useful, but it's important to carefully consider terms and conditions before investing.
Govt. Bonds and FDs
Govt. Bonds and FDs
Govt. Bonds and FDs
Government bonds are debt securities issued by the government that promise to pay interest to investors. Fixed deposits are savings instruments where individuals deposit a specified amount of money for a fixed period and earn a fixed rate of interest. Both are considered safe investment options but have lower returns compared to other investments. It's important to weigh factors such as the term, interest rates, and risks before choosing.
Structure Products
Govt. Bonds and FDs
Govt. Bonds and FDs
Structured products are customized investment products that incorporate multiple underlying assets, such as stocks, bonds, or commodities, into a single investment vehicle. These products offer investors a wide range of investment options and can provide higher returns than traditional investments.
Life insurance
Loan (Home, Personal, Business)
Health Insurance
Life insurance is a contract between the policyholder and the insurance company. The policyholder pays a premium, and in return, the company provides financial protection in the event of the policyholder's death.
Health Insurance
Loan (Home, Personal, Business)
Health Insurance
Health insurance is a type of insurance that covers the cost of medical expenses. It provides financial protection to policyholders in the event of an unexpected medical emergency.
Loan (Home, Personal, Business)
Loan (Home, Personal, Business)
Loan (Home, Personal, Business)
Loans are financial products that allow individuals or companies to borrow money from a lender. Loans have different terms and conditions, such as repayment periods and interest rates, depending on the type of loan.
Our Team
M. Tyra - Managing Director
Mithilesh Jha-Director (Strategies)
Piyush Mishra - Founder & CEO
M. Tyra is a renowned figure in the financial education industry, with over 28 years of experience as the Director of BSC Academy. He is also the author of "Quiker Maths" and has helped numerous students and professionals alike improve their math skills in the context of banking and finance. His expertise in banking and financial educatio
M. Tyra is a renowned figure in the financial education industry, with over 28 years of experience as the Director of BSC Academy. He is also the author of "Quiker Maths" and has helped numerous students and professionals alike improve their math skills in the context of banking and finance. His expertise in banking and financial education has made him a trusted name among those seeking to excel in this field.
Piyush Mishra - Founder & CEO
Mithilesh Jha-Director (Strategies)
Piyush Mishra - Founder & CEO
As an experienced Portfolio Manager with over 7 years in the finance market, He has a deep understanding of investments, asset classes, and the different strategies required to achieve specific financial goals. He has worked with diverse clients, ranging from high net worth individuals to institutional investors, and has consistently deli
As an experienced Portfolio Manager with over 7 years in the finance market, He has a deep understanding of investments, asset classes, and the different strategies required to achieve specific financial goals. He has worked with diverse clients, ranging from high net worth individuals to institutional investors, and has consistently delivered exceptional financial performance by exceeding investment targets and generating superior returns. His expertise in risk management techniques, portfolio optimization, and asset allocation strategies, make him a sought-after professional, while his hands-on approach, analytical skills, and ability to build strong relationships with clients, enable me to provide customized investment solutions.
Mithilesh Jha-Director (Strategies)
Mithilesh Jha-Director (Strategies)
Mithilesh Jha-Director (Strategies)
Mithilesh Kumar Jha, is a civil engineering graduate from IIT Delhi and also holds a Post Graduate Diploma in Financial Management. He has more than 33 years of post- qualification professional experience as an engineering consultant and business manager. In his professional role, he has worked with some of the globally reputed large MNCs
Mithilesh Kumar Jha, is a civil engineering graduate from IIT Delhi and also holds a Post Graduate Diploma in Financial Management. He has more than 33 years of post- qualification professional experience as an engineering consultant and business manager. In his professional role, he has worked with some of the globally reputed large MNCs in their fields like Lurgi (EPC), Jones Lang LaSalle (comprehensive Real Estate Services), Fidelity Investments (Financial Services) and Alpha Real Capital (Investment Mangers). He has been in the senior corporate leadership role for more than 20 years and continues to lead a team of engineering and management professionals. He has worked in Malaysia, Germany and Dubai in addition to India and has travelled to UK, USA, France, KSA and China as part of his professional assignments.
Recognition & Registration
