Investment Strategy
We help you choose where to invest, and why.
Mumbai
Invest with a plan.
Mutual funds, stocks, insurance and retirement planning. One team, in Mumbai.
What we do
Six things we help with.
All from one team, so nothing falls through the gaps.
Private Markets
Buy shares in companies before they list. High risk.
Trading & Execution
Open a trading account and buy shares. We are with Motilal Oswal.
Insurance & Protection
We check if your life and health cover is enough.
Wealth Planning
Plan for retirement, school fees and your family.
Risk & Structuring
We find the weak spots in what you already own.
How we work
We explain everything. We promise nothing.
Your money stays in your own account. You decide. We explain the options in writing.
Read our approach- We write down the reason. Every suggestion comes with why we think it suits you.
- We tell you what we earn. Before you invest, not after.
- We start with your goals. What you need, and when. Then we talk products.
- We review regularly. And tell you what changed.
Partners
Who we work through
We do not make products. Everything goes through regulated partners, and your money sits in your own name. Never with us.
Markets
How the market looks today
Live prices, for information only. This is not advice.
Sector heatmap · BSE & NSE
Data by TradingView. Delayed. For information only.
Calculators
Try the numbers yourself.
Seven free calculators. No sign-up. Nothing you type is saved.
Open the calculatorsInsights
Plain guides to investing
Investing in India
How mutual funds and the Nifty 50 work.
Market Analysis Fundamentals
How to read a market claim before you believe it.
Understanding Market Risk
The risks that do not show up in a returns table.
Office
Come and see us
We are in Kandivali West. Walk in, or book a time.
Shop 60, 1st Floor, Raghuleela Mega Mall, Kandivali West, Mumbai 400067
Monday to Friday, 10:00 to 18:30 IST. Saturdays by appointment.
Let's talk
Thirty minutes, free. You get a written summary either way.