We are one of the top wealth management firms in India. We are a Multi Family Office with expertise in areas such as Wealth Management, Estate Planning, Investment
Banking and Taxation Audit. Unlike many other firms, we have in-house experts in all these areas and therefore have an unmatched ability to fulfill our clients’ requirements.
We manage wealth of only HNI and Ultra HNI investors and have an enviable track record of performance as well as a track record of providing sophisticated solutions to our clients.
What sets us apart is our unique methodology of Wealth Management where the primary focus is on the management of risk. Over the years, our risk metrices have helped us not only deliver superior returns to our clients but also ensure that we made fewer mistakes.
We were the winner of the best Financial Advisor Award conferred by UTI, CNBC TV18 and ICRA and were nominated 5 times in a row. Besides, we have received numerous recognitions and awards from various industry players. These recognitions stand testimony to the quality
of our investment advice and the strength of our team.
Knowledge remains at the forefront of our investment advice. Too many wealth firms focus on just selling investment products to clients and leave the decision making to clients who generally have limited or no idea of what they are buying. We have built our business around
high-quality investment advice and always aim to put the client first. With this thought in mind, we ensure that each team member is trained thoroughly on newer concepts that keep emerging and the existing ones.
Our wealth managers enjoy a success rate that is far higher than the industry. This is a result of our high-quality processes and a team approach. A rapidly growing organization such as ours, provides the right stimulus to the career of young aspiring managers. If you are looking for a fun place to work; an intellectually stimulating
environment; a group of colleagues that are a joy to work with; we could be the right choice for you.
