We help individuals (including NRIs), families, and institutions invest across mutual funds, insurance, PMS, and AIFs based on their unique circumstances.
Absolutely! We welcome investors at all stages. If you're completely new to mutual funds, we'll walk you through everything & be by your side through your entire investment journey.
We help professionals like you build wealth systematically and plan for long-term goals like home buying, children's education, and retirement among other goals based on the stage of your life
Yes! We understand entrepreneurial cash flows. We can structure flexible investment approaches that align with your cash flows and also ensure you have adequate insurance coverage for business and personal risks.
What if I'm already investing somewhere else?
Yes, we work with NRIs across the globe through our online presence. We understand the unique challenges of investing from abroad and help navigate the regulations and opportunities available to NRIs.
Some NRI residents may face restrictions on certain investments depending on the regulations of their country of residence. We’ll help you understand what's permissible and structure your investments accordingly.
Most products are available to NRIs, but there may be specific compliance requirements or limitations based on your country of residence. We guide you through the process and ensure full regulatory compliance.
We take a holistic approach to family wealth—covering retirement planning, children's education funding, family insurance needs, and wealth transfer planning. We ensure every family member's financial security is considered.
Yes, each family member can have individual portfolios based on their specific goals, risk appetite, and investment timeline, while we coordinate the overall family financial strategy.
While our focus is on investment management, we believe in educating the entire family about wealth building. We're happy to explain investment concepts to help build financial literacy across generations.
We work with various institutional clients who need professional fund management and access to different asset classes including mutual funds, fixed income solutions,PMS, and AIFs.
Institutional clients often have larger ticket sizes, specific compliance requirements, and different reporting needs. We customize our approach based on institutional mandates and governance requirements.
Every client receives dedicated attention regardless of investment size. While the complexity of strategies may vary based on your investment amount and goals, our commitment to your success remains consistent.
We start with detailed conversations about your goals, risk tolerance, current financial situation, and life priorities. We believe in building long-term relationships through conversations and rapport, not just transactions.
Absolutely! While our HQ is in Bangalore with a spoke office in Chennai, our online presence allows us to serve clients across India seamlessly. You can schedule virtual consultations anytime.
