A Wealth of Knowledge

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We feel complete financial knowledge is a prerequisite when handling client's hard earned money and the 20 different certifications gathered over the years are a testimony to that fact that we value it above all else.

End to end financial planning

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Our range of services spans across financial health analysis, risk management, investment planning, tax planning, retirement planning and estate planning. 

In terms of products, we advise on direct equities, mutual funds, PMS, structured products, life and health insurance, debt products & physical assets among others.

Relevant Experience

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Have worked for 12 years including nearly 4 years in the financial services sector and have a close understanding of the working in the financial sector as well as the gaps to be fulfilled.

Fee based model and no product specific push

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The biggest problem in the financial services sector today is the brokerage model and how products earning high commissions are pushed down customer's throats whether they need it or not. 

We work on a zero brokerage/commission model, neither are we involved in implementing the advise on a daily basis.

Hence you need not worry regarding a specific product push, as our revenue comes from you - the happy customer.

Complete Data Privacy

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We work on a complete Non-disclosure agreement with clients, which means your data will not be shared even with your family members without your consent. 

Plus unlike a large organisation our data is not loaded on servers for everyone to access, and your personal file is safe solely with the financial planner. 

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