Big enough to deliver, small enough to care
We manage several billion rupees of assets, are regulated by major regulators and invest directly across multiple asset classes. Yet, our size ensures that there is no attrition in the advisory role, more agility in our decision making and we are quick in our response to client queries
A service built on our clients’ needs
In an industry that can be impersonal, we have clients who have been with us for over a decade because we offer something different. We devote significant resources to serve our clients. Each clients’ needs are met by personalised tailor-made advice
We invest for the long-term
It is easy to be seduced by market noise and volatility. However, it is more prudent and usually more profitable to stay focused on the longer term by prioritising quality assets that can compound returns over time.
Freedom to act in our clients’ best interests
We are independently-owned. This means we are not incentivised to sell anyone else’s ready-made investment products but have the freedom and flexibility to offer only those investments that meet our clients’ needs. We can bring a far broader range of investments to build well-structured, carefully balanced and regularly monitored portfolios.
Customising is our custom
Your wealth plan is truly your plan. It reflects the best thinking of our firm adapted to your short and long-term needs, with your unique goals always on the top of our mind.
Our interests are completely aligned
We only prosper when our clients do. We structure investments to achieve the maximum return to suit our clients’ requirements, while only taking appropriate and considered risk.
Secure custody of assets
We only work with the best global custodians to safeguard our clients’ assets. All assets are held in accounts under individual names with full visibility on all investments.