About Us

We are an independent boutique wealth management firm.

We are a team of seasoned professionals with extensive experience in banking and financial industry with demonstrated domain knowledge. Our clients include corporate heads, professionals, NRIs, entrepreneurs, business enterprises and trusts.

We are independent of any major financial services company hence our advise is completely objective. This also gives us an unlimited choice in offering appropriate financial instruments.

We are a boutique firm and the level of attention and personalized service we offer is unmatched in the industry. Our client-to-advisor ratio is easily one-tenth of that offered by most large organizations in our field.

Our focus is not on selling products but on truly managing wealth. For us, trust is the most important aspect of the relationship. Our only concern is your best interest. As a result, we have realized many long standing client relationships.

Our Team
Each of our three partners is a highly qualified, seasoned wealth advisor. Together, we ...
Advisory Board
The concept of our Advisory Board is built upon the realization of the important role ...
Achievements
During last 5 years, we have grown manifold both as a team & as a business.