Business Description

We are a decade old Investment Management firm helping clients to plan and design their personal finance portfolio and generate wealth over different phases of life. We engage in discussion with the clients and their family to design financial plan which covers their ambitious life goals. These goals are then matched with future cash flows and an investment plan is carved out which suits client’s risk profile and behavioural pattern. Lot of emphasis is placed on clients’ education, psychology and their behaviour pattern as these factors play major role in success of a financial plan. We thrive to ‘make retirement a choice rather than compulsion' through meticulous planning and seamless execution.

As a part of our social responsibility initiative, we do conduct financial awareness programs with groups, social gatherings, corporate and government institutions. These sessions cover topic such as

1. Financial Planning

2. Insights about Investment Instruments

3. Effective Tax Planning

4. Drafting Will

• Reviews & Ratings
• Write a Review