We are a financial product distribution firm and AMFI registered Mutual Fund Distributor.

We assist investors in asset allocation, financial planning and understand various financial products & risk associated with it. Firm offers distribution and execution of following financial products.

Direct Equity, Mutual Funds, Bonds, Sovereign Gold Bonds, Portfolio Managements services (PMS), Alternate Investment Funds (AIF), Commodities and arbitrages, Corporate Bonds, Life Insurances, Structured Products etc.     

Our Investment reporting tool provides compressive wealth reports and detailed MIS to evaluate performance and risk of holdings. It is designed with an approach to overview financial positions of   individual or at family level. Apart from transaction recording, its analytical reports, Goal based reporting, cash flow reports, alerts, helps investors to understand their overall financial positions, cash flows, asset allocation, performance of portfolio, various risk attached to it and future course of action.