Financial Assistance
with True Purpose

Investments for a
Secured Future

Informed Investment
Decision Making

About Us

About

We are registered with AMFI (Association of Mutual Fund of India) and IRDAI (Insurance Regulatory and Development Authority of India) to offer Mutual Funds, Life and General Insurance products.

We serve clients ranging from families, professionals to mid-sized business establishments spread across countries.

Our Process

Systematic and Customer Centric process to onboard clients.

Why Us

Enable clients to make informed investment decisions and provide customised solutions.

Our Team

Dedicated team with 30+ years of experience to manage your investments.

Assets Under Management

Happy Customers

Years Of Experience

Our Process

1

Risk Profiling

Evaluate risk profile before considering investments in high-risk products. Assessment of risk tolerance score assists in determining asset allocation.

2

Identification of Financial Goals

Identify financial goals to choose right investment solutions to help reach your goals faster.

3

Build a Financial Portfolio

We assist in creating customised investment solutions with the ability to tag investments with individual financial goal.

4

Monitor Portfolio

Dedicated team to monitor your portfolio and connect with you at regular intervals.

Why Choose Us

Trust, Honesty and Transparency is the framework of our value system. Discover our 3E approach towards managing your investments.

Why Choose Us
Explore

Explore

Allow clients to explore various investment options.

Empower clients with insights and knowledge to take appropriate investment decisions.

Empower

Empower

Execute

Execute

Offer online platform to execute and manage Investments.

Our Team

Bhupendra Naik

Bhupendra Naik

Founder & CEO
Sandhya Bharat

Sandhya Bharat

Product Research & Client Communication
Sarita Sharma

Sarita Sharma

Business Operations

What We Offer

Mutual Funds

Mutual Funds

We offer customised solutions of mutual fund schemes identified by our in-house research team. Our user friendly platform enables clients to buy and sell mutual funds online at a single click and consolidate their past and present investments.

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Portfolio Management

PMS

PMS offers customized solution for high-net-worth individuals to invest in equity to meet specific investment objectives. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

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AIF

AIF

Alternative Investment Fund is a privately pooled investment vehicle that collects money from sophisticated private investors. AIFs are classified under three broad categories-viz: Category I AIF, Category II AIF and Category III AIF. Each category has different investment objective as per the definition of the category

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Fixed Income

Fixed Income

Choose from multiple options offering guaranteed return products such as Fixed Deposits and Bonds to meet your short and long term goals.

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Life & Health Insurance

Life & Health Insurance

Feel secured by opting for Life and Health Insurance products from leading Insurance companies towards protection and medical reimbursements.

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Will

Will

We offer will writing services such as family will, private trust, probates, estate planning to ensure seamless transfer of your hard-earned assets.

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Latest Blogs & Update

Call Back Request

Call Us

9892200822



Reach Us

4th Floor, Saraswati Foundation, Opp.P.N.Gadgil Store, Ram Maruti Road, Thane - 400602

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