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Why Us

Vision
Mission
Process
Delivery

To be the most preferred financial services company and to create an addictive environment for financial well being around us.

Our Values

Trust , Integrity , Simplicity , Consistency , Accountability

To provide financial services with utmost clarity to our clients to enable them to plan, execute and achieve their desired financial goals.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.

Our Philosophy

Client Centric Approach +

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket +

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.
Value Added Services +

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right People To Partner +

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Product Basket

MUTUAL FUNDS

CAPITAL MARKET

FIXED INCOME

PORTFOLIO (PMS)

REAL ESTATE

INSURANCE

TAXATION

MODEL FUNDS

Articles

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Invest Smart – Put your bonus to good use

Monday, May 02 2022Source/Contribution by : NJ Publications You will be tempted to eat all the laddoos if they are lying…
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SWP can help you generate tax efficient monthly fixed income.

Saturday, April 16 2022Source/Contribution by : NJ Publications As informed investors, we should be familiar with the different investment routes or…
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Annuity Plans: The Safest Bet For Your Retirement

Thursday, March 10 2022Source/Contribution by : NJ Publications The pandemic has come as a wake-up call for many of us. People…
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Videos

Clients Testimonials

Bipin Sapra

Partner Ernst & Young

Thank you for introducing me to Anuj. I am very impressed by the manner in which Anuj has handled my investments and portfolio. Since I needed somebody who could give me personalized care and understand my needs, I have been very happy with the way Anuj has gone about setting up my portfolio. I wish Anuj and his entire team at TAG Investments all the very best for all their endeavours. I would be delighted to recommend them to any other client/acquaintance for fulfilling their needs. Thank you Anuj!!

Anand Chhabra

Director, Born to Win, Noida

I met Anuj Gupta in 2014 and day 1, he came across as a person who is transparent, with high integrity. I had no hesitation in transferring my account from another Wealth Advisor to him and as they say I have been happy thereafter. He is regular in his briefings, never hesitates in being blunt. I have been totally uneducated in regard to handling my financial affairs and he took the trouble to make sure I obtained sufficient knowledge by attending seminars etc. Thereafter, he has continued my education through messages and monthly write ups. Now I never take any financial decisions without consulting him. I have since referred him to several of my friends and relations. I wish him all the very best!

Rohit Kumar

Regional Head, Aon Hewitt, Gurgaon

I am with Anuj for the long time now and it’s been a phenomenal and very transparent journey with him. As opposed to be a pushy guy being a financial advisor, he will always be calm, compose, and will help you with the apt feedback on your every investment. And importantly he is very good at systematic follow ups so you can’t procrastinate while investing with him :) Keep the good work going and ensuring our money getting multiplied every damn day.

Shohit Chaudhry

Advocate , Supreme Court of India, Delhi

I know Anuj Gupta since 2014. He has been advising me and my family on various aspects of insurance and investments. I am also grateful to him as he has been kind enough to visit my office on two separate occasions and address my colleagues on importance of financial investments, insurance and financial security. This has encouraged my colleagues to take action in this regard making them financial leaders in their respective aspects of their lives. His fundamentals are sound and advise regarding these matters have been helpful and enlightening. I wish him the very best in all his endeavours

Kunal Gupta

Managing Director, Memory Makers, Greater Noida

In this changing world, especially in the financial world, managing your finance is a task which can be totally be forgotten with the support of the advisory and engagement model,Anuj Gupta, TAG Investment follows. It is simply a one stop solution for all your financial planning and execution. I highly recommend him with 100% trust and confidence. Your wealth is bound to be protected and grow with time