We are young, having a long experience in making investments, finance and we are investors ourselves. We are team of 3 (and growing), worked in different fields with Investment Companies, Leading Banks and in Hospitality Sector; make it a unique combination and give us an insight to understand both investments and investors.

Together we are sharing our experience and expertise with you all; by making Investment

 

‘Simple to Understand’                    ‘Easy to Invest’                     ‘Rewarding’

Our Team

Mohit, the face and the Financial Enthusiast; is having 13 years of long and rich experience into investment marketing and product planning. He has worked with leading Mutual Fund companies (Reliance Nippon and ICICI Prudential) and understands inside out of fund houses very well. This also helps us to select right funds to market and invest in.

Ish, a relationship professional and financial expert with an experience of 13 years again; worked at both asset management as well as wealth management side at Citibank, HDFC Bank and Birla Sun Life Mutual Fund. This gives us an advantage to understand the requirements of the investor and matching the products via goal based planning.

Dhiraj, the service expert; having 20 years of long experience into hospitality and service industry; gives us the customer first attitude and adds best of the services & experience along with growing your money. His unbiased approach, his illogical questions and novice thinking about the investment products gives us understanding to serve you with our best.

Our Clients Speak

411

Happy Family

849

Total Folios

50 Cr+

Asset Managed

800

SIP Count

Scroll Up