Unbiased advice using the latest research tools without focus on revenue from the best talent in the industry
Disruptive pricing through passive investing and advisory
Quick access to portfolio via web or app, Wealth Dashboard and easy onboarding process
Consolidated view of reports in mobile & web app
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.
Improve wealth management offerings through technology and enable HNIs to take active, informed decisions for their unique investment journey
Leverage our 750+ years of cumulative experience to offer a mix of physical and digital (Phygital) solutions to create sustainable wealth solutions for HNIs
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
Add value to our clients’ portfolios by providing them with balanced suggestions and partner with them in their wealth creation journey
Focus on post-tax return compared to the relevant market index as well as inflation
Simple and fast process with minimum documentation
Optimising exposure across the risk-spectrum across time horizons using the SLR matrix (Safety, Liquidity & Returns)
Understanding of client goals and risk-appetite and optimal products to match them
With the expertise of an experienced & capable team
Cities in India
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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