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
Retail Banking & Strategic Investments: A Cross-Border FirstThe global banking landscape is undergoing a structural shift.Retail banking, traditionally focused on…
Investment Banking & Wall Street: M&A Boom Sparks ReorganizationsGlobal financial markets are witnessing a renewed wave of mergers and acquisitions…
SME IPO Surge: What It Means for Investors and Market GrowthIndia’s capital markets are witnessing a significant shift with the…












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.