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In our organisation, our mission is to provide our clients with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

Our Vision

Our dedication and the passion to excel have set us on the path to be one of India’s premier financial advisory companies, offering solutions for wealth enhancement & preservation, investment management and ancillary financial services solutions to affluent & high-net-worth clients.

Our Mission

The mission to provide clients with customized, sophisticated financial strategies and solutions for organizing and integrating all of their investment objectives, and to specialize in offering asset, debt, and risk management strategies integrated into one seamless financial solution.

What We Offer

Mutual Funds

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.

Capital Market – Direct Equity & ETFs

We also offer our clients with NJ E-Wealth A/c services through one of the India’s leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).

Fixed Income Products

We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.

Portfolio Management Services (PMS)

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.

Real Estate

In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market.


Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance Associates.

Why Choose Us


Client Centric Approach


Rich Product Basket


Focus on Customer Satisfaction


Value Added Services


Right Experience & Skills


Driven by Passion

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