Who We Are

Our Company

A modern agile Indian wealth company, rooted in local ethos while bringing world-class service and solutions to Indians globally

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Our Team

We are helmed by a seasoned leadership team that collectively brings several years of industry expertise in Wealth Management and Private Banking, both from India and abroad

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Our Strengths

A holistic range of cutting-edge wealth solutions including bespoke investment products and tech-enabled personalised portfolio monitoring services

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In the News

Should you invest after the sell-off?

26.9.2022 | Money Control

Arbitrage funds are a drag on investor returns in volatile times. They may make sense next year when the interest rate hike cycles and resultant volatility are likely to be behind us, say experts.


How to ride out a rough market?

12.9.2022 | Live Mint

Santosh Laxman Devale, a track maintainer with the Indian Railway, drew a salary of 18,000 a month in 2016.


Small-cap funds can be rewarding for those who can stomach volatility

2.9.2022 | Business Standard

The stock market has shown considerable strength in recent weeks, with the indices moving up swiftly.


Insights

As an investor, you are focused on one thing – maximising your returns, adjusted for risk, over the course of the investment tenure. How do you make this objective a reality? The first thing you should remember is that, while higher risk correlates to higher potential for returns, a healthy portfolio must have an optimal combination of risk and security.

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Markets had corrected as aggressive rate hikes by Central Banks leading to economic slowdown / recessionary scenario were factored in. For investors who would have participated in the recent rally, we suggest taking gains off the table/rebalancing portfolios. Re-allocate to high-yield debt strategies given attractive spreads and a stable credit environment.

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As India celebrates 'Azadi ka Amrit Mahotsav', commemorating 75 years of independence and a glorious history, it is time to take a glance at the evolution of the country's investment

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Testimonials

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