ABOUT US
We are a team of Ex bankers and professionals who have a in hand experience from top Indian corporates and international banks. we understand the banking and financial needs of the clients and understand the challenges faced during their investment journey and hence started our venture. With a vision to stay connected with client for life and be with them on their financial journey and see them cherish the beauty of being financial free.
Our Services
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Read MoreTax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Read MoreA mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access
Read MoreInsurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks
Read MoreLife insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money
Read MoreWhy should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment
KNOWLEDGE AND LEARNING
Educational Video
Educational Video
Fundzbazar Registration
OUR HAPPY CLIENTS
BASIL PARKAR
Sales Manager- Electrical Products KuwaitHave been investing with Gagan for the past 5/6 years now and have found his recommendations to be quite profitable. Dealt with a few other advisor in the past, but for them it was only about increasing the volume to complete their targets. With Gagan, he gives sound advice on how much to invest based on your budget & appetite for risk/growth. It's a personal touch missing with many others in the industry. Also, as an NRI whose out of the country, it's hard to just trust any advisor with our money.
Overall, I highly recommend Gagan & his firm to anyone looking to invest and grow their money!
NEERAJ GOYAL
Business OwnerI am working with money quest team for last 7 years and saw them growing. Their advice is supper profitable and even in down market I seen my portfolio showing balanced returns.
I appreciate the personal touch the team bring on table in every interaction I have. All the best and keep doing good work, sky is the limit for you guys
MS. RITU MENON
EntrepreneurHave known Gagan for the last 10+ years in a professional capacity. I have been a recipient of very good portfolio handling which has given me the confidence to continue with him in his new venture. A mature person more than his years and has the ability to interact impactfully with his clients. I wish him the very best n may he have continued success.