Skip to Content

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.