We offer financial solutions to augment our investors wealth and we facilitate creating a legacy.









With expertise in asset management, sell side equity and fundamental equity analysis, we are on a mission to simplify financial services for Indian retail investors.
Assets under management
No. of unlisted offerings
Average Professional Experience
No. of unlisted offerings
Average Professional Experience
SEBI’s New “Broad-Based” Rules for AIFs: What It Means for Investors in 2026Securities and Exchange Board of India has introduced updated “broad-based”…
Interest Rates & Global Conflict: How Global Tensions Are Shaping Markets in 2026Global markets in 2026 are navigating two powerful…
India-EU FTA Progress: What the Trade Deal Means for Growth, Exports & InvestorsIndia’s proposed Free Trade Agreement (FTA) with the European…












Job Title: Relationship Manager – Loan Against Securities
Department: Sales Team
Location: Mumbai
Job Objective: To grow the business by achieving LAS, via new customer acquisition, cross sell, up sell and repeat sales.
Job Title:Fixed Income Manager
Department:Sales Team
Location: Mumbai
Job Objective:To grow the business by achieving Fixed Income investment sales, via new customer acquisition, cross sell, up sell and repeat sales.
Job Title:Client Advocacy
Department:Sales Team
Location: Mumbai / Bangalore
Job Objective:To grow the business by achieving LAS, via new customer acquisition, cross sell, up sell and repeat sales.
Job Title:TL Unlisted Equity
Department: Sales Team
Location: Mumbai
Job Objective: To grow the business by enhancing sales of the company in the Unlisted Equity
investment segment through new customer acquisition and retention.
Job Title: Assistant Sales Manager – Demat Services
Department: Sales Team
Location: Mumbai
Job Objective: To grow the business by enhancing Topline revenue of the company in the Demat
Services segment.