About

We as Partner firm incorporated in the year 2007, as a proprietorship firm and 2025 converted as partnership; and at present having 522 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:

We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focus on Customer Satisfaction:

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere. Also we have team of professionals who can also guide you on taxation. Be it Income Tax, TDS or GST.

Right Experience & Skills:

We have over 18 years of experience in financial advisory and products distribution space and 55 years in taxation. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:

Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%

Capital Market80%

Fixed Income90%

Real Estate95%

PMS95%

Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

E Wealth Account

MARS

OUR TEAM

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Management:
	Mr. Vikas Suranaa
	Vikas is the National Sales Head for Invest N Relax. One of the oldest in profession, he has over 30 years of rich experience in the financial & taxation service industry. An B.Com by education, Vikas is known for his deep understanding of the distribution practices and its challenges.

	Ms. Manju Surana
	Manju is the Product Head for Insurance (Life & General) after being an entrepreneur in the Insurance Industry. With an experience of over 18 years, Manju is the person with sound grip on the insurance & investments.

	Mr. Vishesh Surana
	Vishesh is from our 2^nd generation. One of the youngest in profession having done CFP, he has over 2 years of experience in the financial & taxation service industry. An B.Com (Finance & Taxation) & AMFI by education, Vishesh is known for his deep understanding of the distribution practices and its challenges.

ABOUT US

Why Us

Our Skills

Client Services

OUR TEAM