About us
"Helping You Achieve Your Financial Dreams"
Catering to over 100+ clients comprised of High Net Worth (HNI) families, Individuals, and retail investors, our goal is to deliver independent, top-tier, and personalized services.
With a primary focus on "Maximizing Wealth," we tailor our services to individual client needs through personalized consultations and continual monitoring of their financial objectives. Our approach involves understanding clients' profiles, needs, and concerns to develop customized financial investment portfolios aligned with their financial goals.
Our offerings include:
- Wealth Management
- Tax Consulting
- Estate Planning
- Asset Allocation
- Real Estate
- Insurance
- Mutual funds
- PMS (Portfolio Management Services)
- Home Loan
- Unlisted Shares
- Car Loan
- Business Loan
- Savings account
- Credit cards...
Abhishek M, Wealth Coach
Certifications:
- Financial Planner
- NISM: VA -Mutual fund
- NISM: 21A - PMS
- NSE Certified - Investment Analysis & Portfolio Management
- NSE Certified: Derivatives
- NSE Certified: Technical Analysis
13+ years of managing UHNI clients. Ex-ICICI, Ex- Kotak.
Naveen B, Equity & Derivatives
Certification :
- NSE: Derivatives Trading
19+ years of high-quality experience in Direct Stocks.
Jayasree, Managing Partner
- NISM VA - Mutual Funds
3+ years of experience in managing HNI clients.
Santosh, Managing Partner
Certifications:
- NISM VA - Mutual Funds
11+ years in managing Private Wealth clients. Ex-ICICI.