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

Will debt funds start losing their sheen from this fiscal year? maybe not

14.04.2023 | Mint

The change in capital gains tax treatment on gains arising from debt mutual funds (MFs), invested on or after 1 April, will push some investors to explore alternative investment solutions.

Hear from wealth managers on the tax changes to debt funds from next month

28.03.2023 | Money Control

Though there is a clear tilt towards open-ended funds, some wealth managers prefer to play it safe with target maturity funds (TMFs).

Rising retail accounts: How mutual funds can benefit by serving curated schemes

09.12.2022 | Economic Times

Retail broking accounts in India touched the 100 million mark in Aug.2022. The mutual fund industry should prepare for the upcoming blitzkrieg of interest and create curated products targeted at retail investors.


In the last 12 months, bond markets have exhibited heightened volatility and delivered subdued returns, as the global and domestic monetary conditions have tightened (through a combination of aggressive rate hikes and withdrawal of easy liquidity).

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Market Linked Debentures: Who should invest, tax benefits, associated risks - All you need to know Through 2020 - 2021, governments and central banks across the world had resorted to…

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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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