We work with affluent professionals, entrepreneurs, business families, and senior executives with sophisticated investment needs. Our average client portfolios are sizeable in nature as we cater primarily to HNI's, Senior Corporate Professionals, Corporates, NRI's, Retired investors etc.

Unlike banks, we don't push proprietary products. Unlike fintechs, we offer a relationship-driven, research-led approach with direct access to seasoned professionals - not bots or junior staff.

Yes, we typically engage with clients having ₹50 lakhs and above across financial investments. However, exceptions can be made based on profile and future scaling.

We do not charge clients any advisory fee. We earn a regulated commission from the Asset Management Companies (AMCs) and ensure complete transparency in our engagement.

We are research-driven, unbiased, and client-focused. We offer a carefully curated model portfolio based on your goals and market cycles, unlike many distributors who follow a one-size-fits-all approach.

We conduct at least one in-depth portfolio review every year and also initiate mid-year reviews if there's a major market shift or change in your personal financial situation.

Absolutely. We welcome in-person meetings-either at our office or a location that's convenient for investors. For remote clients, video meetings are also available. There's no obligation that for meeting to happen there should be an investment commitment from the prospective investor. Investor is free to decide whether to proceed with us or not depending on how much they are satisfied with our offerings, reports, investment approach, service updates.

Yes. We also assist with PMS, AIFs, Fixed Deposits, Bonds, Estate Planning, and Tax Planning. Our approach is holistic, not just product-oriented.

Yes, all your investments made through us are available to track 24/7 via our mobile app and client dashboard, which shows NAVs, XIRR, asset allocation, and capital gains reports.

Our platform uses bank-grade encryption and secure login methods including OTP and multi-factor authentication to ensure your data remains protected.

Yes. You'll receive monthly performance summaries, important alerts, rebalancing advice, and regulatory updates via email and WhatsApp.

Yes. Our mobile app and web portal allow you to make investments, redemptions, switch funds, start/stop SIPs-all digitally and with ease.

Absolutely. You'll receive detailed capital gains reports with indexation (for debt funds) as well as dividend reports, helping your CA during tax filing.

If you are a new to Mutual Funds, we will complete your KYC through our app, understand your goals and risk profile, and then recommend a tailored investment plan. For existing Mutual Fund investors, external KYC is not required to be completed and the rest of the steps are to be followed for investments.

Yes. Every client is assigned a dedicated advisor who will handhold you throughout your investment journey and proactively engage for periodic reviews.

We map each of your goals (like retirement, children's education, home, etc.) to separate portfolios, ensuring proper fund allocation, risk diversification, and periodic realignment.

Yes, you can easily shift your existing holdings through a Consolidated Account Statement (CAS) or by providing folio details. We'll consolidate everything into one trackable dashboard.

Our team is always available via call, WhatsApp, email, or in-person. We believe in prompt, human-first service-you'll never feel stuck dealing with bots or impersonal platforms