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About Us

We are AMFI registered Mutual Fund Distributor, providing wealth management services to the satisfaction of our clients over the last 18 years. We serve over 1000+ clients spread in different cities across India and globally, which include high net-worth families, individual retail investors and firms. Our aim is to provide independent, high-quality, and customized services to our clients. 'Maximizing Wealth' is the first and foremost motive for us.

We also take care of smooth transfer of wealth from one generation to another.

'Your Financial success is Our Priority.'

As a mutual fund distributor, our primary goal is to provide you with access to a diverse range of investment products and strategies tailored to meet your financial objectives. We understand that every investor is unique, which is why we prioritize personalized solutions and guidance that align with your specific needs and goals, risk tolerance, and investment timeline.

With a focus on transparency, reliability, and client-centric service, we're committed to helping you navigate the complexities of the financial markets with confidence and clarity. Our team of seasoned professionals is dedicated to deliver informed insights, timely support, and access to top-tier mutual fund options, empowering you to make informed investment decisions.

We offer a wide array of products and services-

• Mutual Fund
• PMS
• AIF
• Private Equity
• GIFT City Investments options
• Government Bonds /Capital Gain Bonds
• Corporate FD
• NPS
• P2P Lending
• Health Insurance
• Life Insurance
• Loan Advisory
• Tax Planning
• NRI Investment and Taxation Advisory

Our services are individually designed to meet clients' needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs, and concerns, build customized financial investment portfolios, and offer a comprehensive selection of investment alternatives that will suit their financial goals.

Whether you're planning for the future, building wealth, or pursuing your financial goals, we're here to serve as your trusted partner and advocate. Together, let's unlock the potential of your investments and chart a course toward lasting financial success.

How It Works

• 1.Register
• Complete online process for account opening for all type of investors. Paperless account opening for KYC compliant Individual & NRI investors. One time document submission for other categories.
• 2.Select
• You can simply choose a tailor-made portfolio of mutual funds built by our team of experts or create one as per your preferences.
• 3.Invest
• Make seamless and paperless transactions with the click of a button. We are empaneled with all AMC for Mutual Fund Investments
• 4. Watch It Grow
• Sit back and watch your money work for you. Track all your family's portfolio from just one account.

Our Vision

'To be the most admired and trusted partner with the highest integrity, providing unique and extraordinary service to all our clients to achieve financial freedom and security through personalized financial planning and investment management to live their best life today and tomorrow.'

Security

-Safe and Secure

We use BSE ordering platform provided by BSE as our transaction platform which ensures state of the art technology for transactions and security.

- Privacy and confidentiality

We protect the privacy of your information and will never share your data with any third party without your permission.