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.
- 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