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.
SERVICES OFFERED
Our Approach
Design
Understand where you are
Develop an investment plan, long term goal built around asset allocation
Implement portfolio Design, Execution,Monitoring and Reporting
This quiz will help us understand your risk appetite.
My age is
I have ______ till retirement
My future earnings should
My understanding of financial products is
If I lose my job today, my current savings will sustain me for
I am ______
If I had a large sum of money to invest, I would invest in
If I had a market tip on the price appreciation of a certain stock I would
The stock market has dropped 25% and a stock that I own also dropped 25% but the market expects the stock to go up again. I would
I have a substantial sum of money to spare for about 6 months after which I need this sum to repay a loan. This sum is currently not invested anywhere. I would invest the money in