About Us

Sustainable Growth Through Structured Guidance

We multiply the value of your money manifold aligned with your risk appetite.

Differentiating from 'what's obvious and popular' to 'what's specifically suitable to a particular life situation ' is the hallmark of our approach to customer's financial problems and their solutions.

Since we are not polarized to any product provider, our obvious polarisation is towards our customers alone. There is no external push and pull on us deviating us from achieving what's the most suitable for our customers' best interests.

We specialise in solving corporate financial problems coupled with individual life's financial problems.

We include all financial asset classes ; equity, debt, insurance, mutual fund, ETF, open architecture platforms, life annuity, etc, in our advice.

Our specialisation includes Keyman/ partnership insurance, retirement planning, education funding, legacy planning, wealth building, and mortgage/loan insurance.

We assist in forming family offices and trusts.

Our approach in advice is based on the philosophy of "occam's razor" & "goldilocks".