Smart Investing with Smart Ideas

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

WHY CHOOSE US?

About Us

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach

DESIGN

Get customized consultancy across investments, insurance,
 estate planning, and taxes

EXECUTE

Implement your customized advice by
buying all the recommended financial
products on one single platform

MANAGE

Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals

OUR SERVICES

One Stop Shop for all financial services

Mutual Funds

Your single point access to virtually all mutual fund schemes in the market

PMS

Management Services (PMS) strategies with equity and mutual funds .

CAPITAL MARKET

Trading & Demat Account services, get paperless access to MF, Equity and ETFs

REAL ESTATE

Get access to exclusive opportunities for investment /consumption in real estate

FIXED INCOME

Get easy access to diverse debt products like Bonds, Company Deposits, etc.

INSURANCE

Quality risk advisory and management services with our insurance solutions

OUR PHILOSOPHY

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.engage with to ensure a smooth ride towards financial well-being

Rich Product Basket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.engage with to ensure a smooth ride towards financial well-being

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.right people to engage with to ensure a smooth ride towards financial well-being

LATEST BLOG & NEWS

Mutual funds for NRI

Are you an NRI? Here’s Everything You Need to Know about Mutual Fund Mutual fund is a popular investment tool for individuals as it helps them to achieve their financial goals. Mutual fund is for everyone as it comes in different shapes and sizes. No wonder mutual funds have caught the attention of non-resident Indians […]