Excel India mission is to provide exceptional financial advice and wealth management services to individuals, families, and businesses, helping them achieve their financial goals and build wealth for generations to come.
Excel India vision is to be the leading wealth management firm, known for expertise, integrity, and exceptional service, empowering clients to achieve financial freedom and prosperity with confidence and success.
Excel India focus is on establishing a global presence, delivering tailored financial solutions, embracing innovation, and fostering long-term relationships. We aim to provide clients with personalized strategies for sustainable financial growth and security.
Excel India IMF has set a new benchmark in Odisha by becoming the only organization in the state to successfully achieve a trading portfolio of ₹200 Crores. This milestone underscores the company's robust financial health, strategic vision, and consistent growth in a competitive market.
Excel India IMF has reached a major milestone by accumulating a Mutual Fund Portfolio exceeding ₹100 Crores. This accomplishment underscores the company's growing influence and expertise in the financial sector, particularly within the mutual fund domain. Achieving such a substantial portfolio size is a testament to Excel India IMF's strategic approach, market insight, and dedication to delivering value to its clients.
Excel India IMF has distinguished itself in the highly competitive insurance market by surpassing its competitors in life insurance, health insurance, and general insurance. This accomplishment reflects not only the volume of business generated but also the deep trust clients place in Excel India IMF's professional approach and commitment to exceptional service.