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

STPs vs SIPs: Which is the better investment strategy in current market scenario

16.5.2022 | Mint

Systematic investment plan (SIPs) are popular and an easy way for new retail investors with limited liquidity to invest systematically from their savings accounts into mutual funds.


Is the Bear coming out of hibernation in stock markets?

12.5.2022 | Fortune India

Whenever the market tanks 20% from its peak, it is technically termed as Bear market. So far, the Indian market has tanked 15% from its peak in November 2021.


Private Market Investing gains traction among family offices, UHNIs in India.

15.4.2022 | Mint

There are an estimated 8,000 ultra high net worth individuals (UHNIs) in India and the country is rapidly adding more to their ranks


Insights

A decade back, the world was at the cusp of innovation and entrepreneurs across the world took inspiration from the two Stanford students who rented a garage in Menlo Park,…

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Geopolitical stalemate duration, possibility of an energy crisis in Europe, rising COVID situation in China and Fed monetary tightening create an uncertain environment for investors

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In March 2020, the onset of pandemic made Sensex crash to 26000. Since then, barring a few exceptions, the upward rise of India’s stock indices has been relentless. This year…

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Testimonials

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