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
Physical Shares in Joint Names: What to Check Before DematerialisationYour share certificate has two names. Your demat account has the…
Loan Against Securities: What to Check Before Accepting a QuoteA loan quote may show an attractive interest rate. But does…
Signature Mismatch in Physical Share Certificates: How to Resolve ItYour signature can change over the years. The specimen held in…












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.