Who We Are
Built around the aspirations of our Clients
We are a specialised mutual funds and investment firm with a core team of finance professionals. Established in 2005, we have organically grown into today’s leadership position. This was driven only by the trust and satisfaction of our clients. We never had a marketing team and added all our clients by references alone.
Minimum Investment Criteria
Restricting new client intake to guarantee personalized attention.
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As of now, we service only clients who invest in mutual funds or similar products through us. Since all the investment-related monitoring is directly done by our key partners, we have a limitation on adding new clients. This also ensures that our existing clients continue to receive unparalleled professional attention and timely service on their holdings.
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The minimum investment amount required to become our client is Rs.50 lakhs in the case of a lumpsum investment or a systematic investment of Rs.1 lakh per month. This is calculated on a family or a corporate group basis.
Our Team
We have a professional team with qualifications and experience matching the very best in the industry.
