LET’S START BY UNDERSTANDING WHO YOU ARE

Salaried Professional

Self-employed Professional

Entrepreneur

Corporate

Services that help you grow wealth.
Track, Sustain and Grow
We aim to solve these 4 problems faced by HNI clients

  • Correctness of Advice

    Unbiased advice using the latest research tools without focus on revenue from the best talent in the industry

  • Cost of Investing

    Disruptive pricing through passive investing and advisory

  • Convenience

    Quick access to portfolio via web or app, Wealth Dashboard and easy onboarding process

  • Control over Portfolio

    Consolidated view of reports in mobile & web app

Our Mission

To help our clients achieve their life's dreams & goals by making them financially ready & secure for various milestones in life. We help them in their investment decisions with the right mix across these 3 parameters – Safety, Liquidity and Returns.

Technology

Improve wealth management offerings through technology and enable HNIs to take active, informed decisions for their unique investment journey

Talent

Leverage our 750+ years of cumulative experience to offer a mix of physical and digital (Phygital) solutions to create sustainable wealth solutions for HNIs

Transparency

Offer user-focussed web and mobile app interfaces that enable fast, secure transactions and give control in the hands of our clients, making every transaction transparent

Trust

Add value to our clients’ portfolios by providing them with balanced suggestions and partner with them in their wealth creation journey

A solution that’s right for you

  • Real-time view of your portfolio
  • Seamless customisable web and mobile dashboard
  • Single signature onboarding
  • Ease of execution
  • Direct plans, passive investing, advisory and more

The Phygital Model

We aim to provide these 4Es to our Esteemed Clients

  • Earnings

    Focus on post-tax return compared to the relevant market index as well as inflation

  • Ease

    Simple and fast process with minimum documentation

  • Exposure

    Optimising exposure across the risk-spectrum across time horizons using the SLR matrix (Safety, Liquidity & Returns)

  • Education

    Understanding of client goals and risk-appetite and optimal products to match them

The right way to build your wealth

With the expertise of an experienced & capable team

60+

Member Team

14

Cities in India

Our Partners

We work with and support the largest banks, NBFCs and fintech companies in the country to offer the best financial products to their customers.

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