LIFE IS ALREADY COMPLICATED

BUT MANAGING YOUR FINANCES SHOULDN'T BE

At MAKE we not only help to create and grow your wealth but also protect it as per your risk appetite.

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Services

SERVICES

THAT TAKE YOUR BUSINESS TO
THE NEXT LEVEL

Portfolio management

Crafting portfolio as per your needs and risk appetite from various asset classes including stocks, bonds, cryptocurrencies, gold, etc.

Insurance consultancy

Life, Health, and Car Insurance advice, regarding why, where, when, and how to take one.

Investment consultancy

The only consultation you need regarding Why, how, where, and when to invest

Return filing

Help you in filing your income tax returns in the manner best suited for you.

Tax planning

Planning your investments in such a way that it gives you maximum return with minimum taxability.

Entity formation

Formation of Company, Partnership, LLP, HUF, or any other entity.

Retirement planning

We park your retirement fund ensuring higher returns along with the safety of capital and also help you to draw monthly pension for meeting your monthly expenses.

Will preparation

Helping you in not only crafting your will but also advising you regarding why you should have one.

PRODUCTS DEALT

Products

Mutual Funds

Free investment guide

OUR FREE FINANCE GUIDE

Which shares I am accumulating in current crash. #doyourownresearch

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Global economic meltdown and the everything crash | What to do?

Types of Asset Classes| How to allocate fund among different asset class.

Understanding the need of Health Insurance| What to check before buying?

4 tax saving tips to use before 31st March

About

Team Make

With more than 39 years of experience in finance and investments, Ashok Kumar Gupta is a former senior manager of Punjab National Bank. He holds a diploma in treasury and risk management and is a fellow member of the Insurance Institute of India. He is also a member of the Indian Institute of Bankers and an associate of that organization.

Co-founder of MAKE, Mohit Gupta holds a diploma in treasury and risk management and is a SEBI-qualified investment advisor, research analyst, and retirement advisor. Our team includes of CA, CS, ICWA, and other qualified personnel.

We’re Good with Numbers

500+

25cr+

Years of Experience

Clients Handled

Portfolio mananaged

Clients

Client Feedback

They took responsibility of my retirement planning and I am glad they took it. I get the desired pension every month along with capital appreciation of my portfolio.

Arun Kumar Verma

Contact

Need personal consultation?

Office adddress: Ashiyana Colony, Sector M, Ashiyana, Lucknow, Uttar Pradesh 226012

Email: makefinadvisors@gmail.com

+91 97930 78668 - A.K. Gupta

+91 99357 12551- Mohit Gupta

For Free consultation!

Call Now