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We are a financial services company with a focus on providing wealth management and investment advisory services to high-net-worth individuals and families. We help our clients manage their wealth by advising them on their investment allocation and asset selection decisions. In each of our engagements, we focus on designing the optimal portfolio that would best achieve the following three objectives:
  1. Provide for a level of future expenditure that would preserve the client's standard of living,
  2. Create a financial safety-net that would reduce risks arising from unforeseen circumstances, and
  3. Invest excess funds in financial markets in order to achieve capital preservation and appreciation.
We keep a close watch on the financial sector, and the economy as a whole, and are sensitive to any emerging risks and opportunities. We do our own research and analysis, both quantitative and qualitative, to arrive at an independent and objective opinion. We firmly believe that good investment practice requires combining the two investment approaches of "number crunching" and "going by gut feel", and this forms the basis of the advice that we provide to our clients.

We currently provide advisory services for about INR 80 million of our client's assets. Please contact us to know more about how we can help you manage your wealth and investments.