Awards & Associations
Achievements
Our Clients’ faith and trust has acted as a catalyst to make a mark in the wealth management industry. Client Feedback helps us to tread on the right path leading to numerous certifications and accolades.
Certifications

IIM Lucknow

QPFP

IFPA

NISM

NISM

AIWMI

MDRT

NISM

NISM

NISM

NISM

NISM

PAUL HARRIS FELLOW

WORLD PUNJABI ORGANIZATION

QPFP

THE NJ ANNUAL PBT.

ISO:9001:2015
Associations

Chandigarh Club LTD.

Alumn IIM Lucknow

Alumn SJOBA

Alumn SRCC

AIWMI

Network FP

Chamber of Chandigarh Industries
