Knowledge is Power
Discover the Possibility
We put our client’s goals, aspirations and priorities first. Clutter is the enemy of Clarity.
Our core philosophy is to bring meaningful value addition to our clients’ investment journey, which will translate into meeting their investment objectives. We are based in Bangalore, India. We want to build a firm that supports long-term investment objectives. We are committed to highly personal and responsive client service. We are focused on Indian Equity and Debt markets; and Global Equity markets. Our clientele includes both domestic clients and Non-Resident Indian clients (including those from the USA and Canada).
Although our company was incorporated in 2018, we have been distributing high quality financial products to clients since 2009, initially focusing on a single core boutique Portfolio Management Services firm (PMS). We have since expanded and now offer credible Portfolio Management Services, Mutual Funds and other investment options.
