Insurance Planning

"Every Responsible human being needs it!!" Document

Investment

"Everyone should Have it!!"

Loans

Insurance
Investment
Loans

MEGA group is one of the leading service providers,

since 1985, of rich experience in investment planning and various financial services to the individual and corporate clients as well as to NRI clientele. Mega group brings forward its expertise in consistently delivering value to its clients. We are one of most trusted and valued services provider to a large number of satisfied clients having long lasting relationship.

since 1985, of rich experience in investment planning and various financial services to the individual and corporate clients as well as to NRI clientele. Mega group brings forward its expertise in consistently delivering value to its clients. We are one of most trusted and valued services provider to a large number of satisfied clients having long lasting relationship.

Solution

We are offering financial solutions encompassing every sphere of life, from Short term cash-flow planning , short-medium-long term investment planning, Child Education planning, Housing planning, Holidays planning, Tax Planning, Insurance Planning, Retirement Planning and also customized planning.

quality

We are using high quality investment options to construct the financial planning through a vide spectrum, From IPO primary market, secondary market, to investment in mutual funds, to life insurance, to general insurance, to investment in bonds, fixed deposits, debentures, post office schemes which suit best to your needs.

  • Investment

    Complete hand hold clients during entire cycle of investments.

  • Service Platforms

    Provide Various Online Service Platforms

  • Valuation

    All types of valuation reports available 24*7, from anywhere.

  • Financial Planning

    Providing goal based financial planning with Wholesome approach.

Our Specialities

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TimeLine

Where We Start

1985

MEGA Consultancy Services Was estrablished in 1985 and was Working as agent for the IPOs.

1997

In 1997, We identified the significance of Mutual Fund in it's new avatar.

2000

When demate became compulsory, We Were the first to Understand the entire concept and guide our clients.

2004

We also Worked as Agency Manager for Franklin Templeton & ICICI Prudential Mutual Fund.

2005

We expanded our Scope of Services. We Started Selling Life Insurance & General Insurance.

2018

We Qualified for Aditya Birla Capital SELECT HONOURED Convention, for 2017-18

HEAR WE ARE NOW

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Core Value

We aim at over all excellence with the state-of-the art services, within the frame work of transparent and rigorous risk controls. We consistently bench mark our efforts against the four pillars of:

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COMMITMENT

We are committed for the highest quality of service and integrity as it is the foundation upon which we build trust with our clients.

CONSISTANCY

We strive to deliver consistent services through our value-based methodology, as we believe that once the upward levels of quality services once achieved or delivered should consistently be in practice.

CONVINIENCE

We offer clients a broad range of Financial Products and Services encompassing every financial aspects of life whatever they are, whether they are personal or corporate aspects, with operational flexibility to suit their unique needs.

EXCELLENCE

We are a Team of Professionals always striving to deliver smooth, transparent and state-of-the art services with adequate skill, knowledge and experience which will deliver you a fulfilling, rewarding and excellent experience with us.

Our Philosophy

Special for you

Financial Solutions

We believe in wholesome approach towards financial aspects of our clients and offer financial solutions encompassing every sphere of life considering various needs of a client.

Special for you

Our Relationship

We also believe in consistency in relationship with long term returns and wealth enhancement for our clients, what they desire.

Milestones

Financial services business since 1982.

Mutual Fund business since 1997.

Winner of National Annual Convention of Franklin Templeton since last 5 year. (In fact convention concept came since last 5 years).

Winner of Pru Chairman Award of Pru ICICI since last 4 years. First candidate to appear & achieve the highest score of marks in AMFI On line Examination. All the key members of the organizations are NCFM, AMFI & IRDA (Life & Non Life both) Qualified 1st organization to use offline software for Mutual Fund in Saurashtra region of Gujarat. 1st organization to host the website in the Saurashtra region of Gujarat. 1st organization to be the franchisee of Stock Holding Corporation to help the Dematting of the Portfolio. District Representative of Franklin Templeton (Erstwhile Kothari Pioneer.) District representative of Tata Mutual fund including handling the operations of the AMC with CAMS. Agency Managers of ICICI PRU AMC & winner of PRU Chairman in AM category across India.