Our Core DNA

  • One of the fastest growing wealth management firms in the country.
  • Set up and run by a team of extremely well-regarded professionals – each member of the core team has a long and distinguished track-record across large and reputed institutions.
  • Run with a boutique mind-set that calls for a sharp delivery of value add.
  • Our advisors comprise top of the line talent from large Indian and MNC private banking and wealth management firms.
  • Employee ownership has created a valuable DNA that is longer term, client-centric and entrepreneurial in character.
  • Acclaimed and awarded house for advisory, research and wealth management.
  • Presence across all major locations now foraying into international markets.


Private banking

Our Approach


  • Understand where you are
  • Develop an investment plan, long term goal built around asset allocation
  • Implement portfolio Design, Execution,Monitoring and Reporting


  • Rebalance portfolio at periodic intervals
  • Enhance product basket


  • Own the outcome