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
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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: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: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: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.