We aim to provide risk based comprehensive investment solutions to our clients across various asset classes. We firmly believe that bespoke services is core to our philosophy as every individual has unique financial goals and cannot be compartmentalized into straight jacket products.
Our high quality advice is based on some of the finest financial models in the world including Nobel Prize winning Portfolio construction model from Harry Markowitz and various other lead indicators. Team has successfully invested in the markets for over 25 years in personal capacity. They have endured and succeeded throughout various bull-bear market cycles including events.
Our key traits are our good listening skills, empathy and in detailing of the financial journey, which are most appreciated by our clients. We prefer to protect the wealth first and then aim to enhance the returns when the first rule is satisfied. We do not chase market fad, instead design portfolio suitable to risk appetite, life style and investment behaviour.
We have been featured in leading media outlets like CNBC, Bloomberg, Economic times et al. Contact us for advisory or any dilemma in any taking financial decision. We would attempt to come out with best possible solutions in the given constrains. Together we make a better world with abundant wealth.
“If you would be wealthy, think of saving as well as getting.” —Benjamin Franklin
A bank is a place that will lend you money if you can prove that you don't need it. - Bob Hope
Real estate practice is not about selling or buying a home. It’s about representing your client’s greatest asset to your clients greatest benefit. – Alex Delgado
Work Experience in Years*
Managed Assets in Crores*
Financial Services Experience in Years
Principal at The Blackstone Group
Amazing product - people have to be made aware of this it is too good especially the payeezz feature.
Dr. Malay Niraj
Professor at NIT Jamshedpur
Awesome portal. Investment simplified for common investor. Recommended for everyone who wants long term wealth creation.
Bhawani Singh Pathania
Chief Agency Officer & Director Sales at PNB MetLife India Insurance Co. Ltd
Amazing. Apt use of technology, consumer friendly and easy to use...
Head of Marketing at Housing.com
Great advisory. They made more than 20% returns on myportfolio
Clients and Senior employees from below organisations