About Us

High levels of transparency and disclosures, putting our clients' interest first, adhering to AMFI guidelines and undergoing Unified Due Diligence Process Audits successfully, using cutting edge digital technologies and tools – all these have endeared us to our clients and make us the ‘go to’ place for every serious investor in mutual funds.

We cater to more than 700 individuals and families across various profiles, such as salaried individuals, professionals and business persons, early retirees, retirees, and High Net Worth Individuals.

• We are empaneled with 23 Asset Management Companies and recommend the schemes most suitable for you.
• We are associates of PhillipCapital and deliver the goodness of passive ETFs.
• We work with major insurance brokers to select the best products for you, like health insurance, life insurance and annuities.