Investment Strategy
We start with what you need and when. Then we pick funds and shares that suit it. The aim is a mix you can hold on to in a bad year.
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What we do
Most people have a fund agent in one place, a broker in another and an insurance agent somewhere else. We do all of it, so the pieces actually fit together.
Risk & Structuring
We find the weak spots: too much in one thing, not enough cash, no cover. For business owners, we look at the company side too.
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Private Markets & Pre-IPO
Shares in companies that are not listed yet. High risk, and hard to sell. We explain all of it before you buy anything.
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Trading & Execution
We open your trading and demat account with Motilal Oswal, and help you buy and sell. Someone here answers the phone.
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Insurance & Protection
We look at the policies you already have and tell you if the cover is enough. We keep insurance and investment separate.
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Wealth Planning
Retirement, school fees, and what happens to your money later. Including the dull parts, like keeping nominations up to date.
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Clients
Who we work with
We are a small firm. We work best with people who want to understand what they own.
- Salaried professionals starting a serious portfolio, who want it explained rather than handed a list of top funds.
- Families saving for a date they already know: school fees, a wedding, retirement.
- Business owners whose personal and company money have got tangled together.
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.
We are an authorised person of Motilal Oswal Financial Services Limited. Your trading and demat accounts are opened and held with them.
As an AMFI-registered distributor we can access schemes across the major Indian asset management companies, we are not tied to any one fund house.
Cover is placed through licensed insurance intermediary partners across life and health insurers, so the recommendation is not restricted to a single company's range.
Not sure what you need?
That is a fine place to start. Thirty minutes, free.