Now the vision of the founder Mrs Nanda Jain, is enhanced by CA Shanil Jain, who works as a Chief Financial Planner for the Second Level Thinking to design a personalized portfolio for his clients, is further enriched by the customer service and operations experience of Mr Diwakar Sharma.

Together we work with a motive of serving portfolios of Indian and NRI clients (willing to invest in India) and providing them hassle-free, cost effective comprehensive financial planning, and investment services. Thus helping them manage their finances in such a way that they can plan their future and fulfill their dreams with the best possible reasonable rate of returns. We provide a range of products and services and match the best ones for your needs.

We realize an investment at right time and the right way can secure you and your family’s future and support you when you need to fulfill your life’s most important commitments like your child’s education or marriage. We understand that you also dream that your investment returns should be able to help you retain your standard of living after retirement, even after meeting all family commitments. We also work in securing your family’s health needs thus keeping your peace intact throughout your life.

Keeping all your expectations in mind we work religiously in driving away your future worries by nurturing all your dreams. We firmly believe in giving honest and genuine suggestions by setting reasonable expectations. For us, each individual client is unique and important. Though we are investment planners, we love to listen to you. We make sure we understand your goals and dreams, do an in-depth analysis of your portfolio and then plan your investments. We value your hard earned money hence take all investment decisions on your behalf only after your satisfaction and approval keeping in mind your “Risk-Profile”. We do not believe in making false commitments and believe in working hard to build a consistent and healthy relationship.