WHY CHOOSE US!

We provide seamless solutions to a wide range of clients by using teams across various industries, multiple product groups and geographies. Its rich experience in capital markets and strong institutional investor relationships help clients meet their financing and growth objectives.

We are a passionate group of intelligent and forward-looking financial advisers with an eye on the markets and the future. We want to be known as a trusted financial advisory firm in the region that provides winning solutions for clients.

1.RISK ASSESSMENT

We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.

2.ASSET ALLOCATION AND DIVISION

We design your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio.

3.TRADITIONAL VALUES

There was a time when your word was your bond and you made deals on a handshake. We wanted to build a business that holds true to those values, meaning you could trust us to give you the best financial advice and know you are safe in our care - and that means everyone, from our customers to our advisers and staff. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination.

4.MODERN THINKING

We will always look at ways of using technology and innovation to make sure you get what you need, when you need it and for a price you can afford. We started this journey so you can be assured we will never stop looking for ways to improve what we do for you. We will constantly look to the future so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' one - so you will always be able to access our specialists wherever you are. You will also be able to access all of your details on your own individual portal whenever you want to. Let us be your innovative financial adviser.

5.WE BELIEVE IN THE 4C RULE

No Capital Erosion - No Churn - No Capital locking - No Complex Products! We believe in an Unbiased Advice with strict adherence to Financial plan and investor's Risk matrix. Goal based investment allocation (as against product based by most wealth management arm of banks)