About Us
With overall experience of more than a decade and half, we as a trusted advisors assist clients achieve their financial objectives by advising the right set of financial instruments & vehicles and finding the optimum asset allocation mix that comfortably suit their risk profiles and life goals.
Trusted
Advisor
Whether it is deploying capital in Indian or domestic markets, for the purpose of capital appreciation, capital preservation, or for immigration purpose, we stand and act as a central node for the advisory, execution, and performance monitoring purpose.
We also assist companies raise project funding from the accredited investors across the global in different instruments.
Equity Investment
We assist our clients with getting exposure to the equity class by advising across products such as direct equity, mutual funds (MF), exchanged traded funds (ETF), portfolio management services (PMS) structured products, and alternative investment funds (AIF) in Indian markets as well as global markets.
While advising, we employ fundamental, technical, and quantitative analyses across various stocks, sectors, and global markets, in different time frames that can be hand-picked and built the most optimum portfolio for the client’s goals. For the third party products such as MF, PMS, and AIF, pedigree and the historical risk-adjusted returns become our primary screeners.