About us

Started on 2002 by Mr. Subodh Kumar Sharma as an LIC Agency, today the team's activities include Wealth Management, Life Insurance, Mutual Funds, Home Loans & other investments. It operates from Bareilly.

The Team pursues a strategy of providing the best of services. Its services are the result of an amazing amount of attention to detail, seamless teamwork and flawless execution. Combining it with expertise in financial planning, it enjoys leadership in wealth management services, becoming the first choice for individuals, professionals, NRI, HNI clients, institutions & corporate houses. In 2016, the base expanded to service over 1,000 families.

Free services to orphan policyholders.