Hely Gadhecha

We give customized investment solutions to individuals, NRIs and corporates. We deal with all investment products like Mutual Funds, Equities, Health Insurance, Life Insurance, Pension Plans, Bonds, Tax Saving Options etc. A one stop solution to all your investment needs.

Individuals/HNIs/Corporates seeking customized investment advice and who wants to manage their entire portfolio from one place seamlessly.

Mutual Funds, Stocks, Health Insurance, Life Insurance,Fixed Income Products, Guaranteed Income Options, PMS, AIF, Bonds, Fixed Deposits, Gold Bonds.

In the making

Helped a homemaker young widow of a successful businessman with all the claim money that was receivable from insurance companies and other institutions. This was challenging since she did not have accurate information about the investments done by her husband or the email, mobile or banking passwords. After she received all the money, we helped with the entire financial planning in a way she gets her monthly income to run the house, gets the education fees of her daughter when needed and paid off the loans. The investment planning has been done for next 10 years until her child starts earning money. This didn’t just help her financially but helped her with her self esteem and emotional baggage she would otherwise carry to have involved other family members.

Insurance Advisors, Chartered Accountants, Currency Traders