Your Financial Success Starts here

Expert guidance in Mutual funds, Insurance, and Personalized financial planning.

Our approach

We understand your goals and then partner with you to design your personalized financial plan, depending upon your objectives and risk appetite. We walk the talk by also investing our own money in the recommended funds.

Our methodology

With a right combination of AI technology and our years of experience, we recommend the best mutual funds for you. Our app provides a 24/7 real-time status of your portfolio across all your investments.

Our strategy is simple - to help you grow your wealth, come what may. We recognise the uncertain nature of the stock markets and recommend time tested and proven strategies to ensure that our clients grow their wealth by staying invested with us.

Our strategy

Our Technology

Mobile / Web based

Optimized for less tech-savvy individuals

Easy to Use

Smartphones and web based easily available to all

Easy storage and retrieval of key documents (PAN, KYC, your tax reports etc

Dashboard statistics will be available for your entire portfolio on a real time 24/7 basis

Insightful

Cloud Based

Our offices

308, Hiranandani Business Park, Hiranandani Estate, Ghodbunder Road, Thane West 400610

Shop no 4, Aashirwad Hospital Building, Thane East 400603

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