Our Goal is to offer a truly honest client-oriented practice as we are driven by the passion of touching their lives and not just managing their wealth. We knew that this would happen only if we were able to disengage our clients from the arduous task of managing their wealth.
Wealth and success bring complexity through multi-faceted business affairs, multiple residences, philanthropic commitments etc. We believe your financial arrangements should help rather than contribute to this complexity. For most of the clients we work with, the most precious commodity is time. Our service allows you to spend more time with your family, pursue your interests & hobbies, charitable endeavours or establishing a legacy.
Founder/Promoter
The company is founded by Shashank Agarwal who has 18 years of wealth management experience. He started his career with HDFC Bank and later moved to ABN AMRO Bank, a Dutch multinational in a senior leadership role.
His last assignment was with Aditya Birla Capital in a national role.
All portfolios are personally evaluated, advised and monitored by him.
Core Values
Evaluation of our own offering & advise constantly
Technical excellence and compliance
Honesty, Loyalty and Integrity in all we do
Independence in both our actions and our thoughts
Client is at the centre of our entire proposition
Accountability for our actions
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