We are your partners in growing your hard earned money. Our core strengths being 'Risk First' approach to investing and Personalized Attention for each of our clients.

OUR SERVICES

 
MODEL PORTFOLIOS 
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THE RISING SUPERSTARS

Portfolio consists small & midcaps run by promoters with a proven track record.

UNDER-RATED JEWELS

Invest in companies having temporary business setbacks and hence available at good valuation.

MOMENTUM MAGIC

Portfolio consists of companies displaying strong momentum on price charts.

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CUSTOM EQUITY PORTFOLIOS

Investing is personal and differs from an individual to another. There is no one size fits all approach. However, there are clear ways to generate long term wealth, and you can assign that task to us. We mix your preferences with our market observations and help create a portfolio that performs and makes you feel comfortable holding. 

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FINANCIAL PLANNING

A financial plan is to your investing what your doctor's advice is to your health. This plan is made with great focus on YOU, your needs, cash flows, and risk appetite. Over three virtual sessions, we gather information and inputs from you, and then build a completely customised and highly detailed plan.  

Good decisions begin with a first step. Take it