Portfolios suited to your needs and objectives
Holistic and targeted solutions with multi-asset, multi-product offerings to curate a portfolio optimised for your goals
Shobhit brings over 16 years of experience as a Director in Banking and Investment Advisory. His seasoned yet innovative vision shapes our products and services. With an engineering degree from IIT BHU and an MBA from XLRI, Shobhit blends analytical precision with creative insight to lead our firm with balanced expertise.

Yajash brings over 8 years of experience successfully running an NDPMS. A Chartered Accountant, Company Secretary, and CFA charterholder, Yajash's financial expertise brings immense value to the team. His deep understanding of wealth management and risk assessment enables him to excel as a dealer, ensuring seamless execution for our clients.