Portfolio

Delivering Strategic Wealth Solutions Across India

At MCG Vipassana India (Pvt.) Ltd., our portfolio reflects our commitment to trust, performance, and long-term financial success. Over the years, we have partnered with individuals, professionals, entrepreneurs, and businesses to help them secure their financial future through well-planned investment and insurance strategies.

Our Experience at a Glance

Each engagement is driven by personalized planning, disciplined execution, and transparent advisory.

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Key Areas of Work

Investment & Wealth Management

We have successfully guided clients in building diversified portfolios through: Mutual Fund Investments Goal-Based Wealth Planning Long-Term Capital Growth Strategies Risk Assessment & Asset Allocation

Insurance & Life Cover Solutions

Our insurance advisory portfolio includes: Term Insurance Planning Life & Health Insurance Advisory High-Value Life Cover Solutions (Up to ₹1 Crore & Above) Premium Optimization & Policy Structuring

Financial Planning & Consultancy

We help individuals and businesses with: Personal Financial Planning Retirement & Child Education Planning Tax-Efficient Investment Strategies Business Financial Structuring

Client Success Stories

Our portfolio is built on real success—clients who: Secured their family’s future with structured insurance plans Achieved disciplined long-term investment growth. Built wealth with minimal risk exposure. Gained financial clarity and confidence

The support and guidance we received were truly life-changing. The team works with sincerity, compassion, and a deep sense of responsibility. We are grateful for their continuous efforts and dedication.

Working with this organization has been an inspiring experience. Their commitment to service, transparency, and positive impact across communities is truly commendable.