We are a financial products distribution firm of experienced professionals having decades of combined experience into financial services, Fund Managements, Portfolio Managements, and Investment Advisory.

Team and associates brings exposure of working with leading financial services, wealth management and asset management companies in India for decades having strong domain knowledge of various financial products like equity, fixed income, mutual funds, Alternate Investments Funds, structured products, commodities arbitrages etc. Team includes qualified Chartered Accountants, MBA, Post graduates having relevant experience.

Firms is aim to assist investors in understanding financials products and its smooth executions. 

Our Approach

Our approach is to engage with clients, understand their multiple goals, need and risk profile compressively at family level. It’s our endeavour to educate investors on features, merits, demerit, and risk of various financial products so as to enable them for informed and suitable decisions.