WHO WE ARE
We are a group consisting of CA, Economist, Financial Analyst, Investment Advisors.

VISION
• To develop unique positioning of financial business for ease of distribution & access to customers.
• To grow into a significant financial services across the wholesale & consumer business, including Asset Management, Wealth Management & Equity Broking.
• To capitalize on the growing ‘consumption’ in India, which is a key driver of Indian economy.
• To be a preferred partner in helping our clients succeed in the rapidly evolving financial markets by providing innovative product solutions, high level of convenience and service supported by robust technology.

VALUES
Responsibility
We will respect the fact that our investors have entrusted us with their faith, our customers with their confidence & our employees with aspirations. We will measure our success by the success of our stakeholders & will work diligently to ensure that we fulfill our fiduciary responsibility.
Integrity
We firmly believe that the difference between a good business & great organization is the integrity of its people. We will conduct ourselves ethically & temporarily in all our dealings, both internal & external.
Leadership
We will maintain an environment which fosters creating and encourages innovation. We believe
that this will enable us to attract, retain and nurture the best talent & develop the business & thought leaders of tomorrow.
Mutual Respect
We will build an organization which has a positive mindset. By conducting every interaction with respect & consideration, we will create a self-reinforcing culture of success.
Community
We believe that it is our responsibility to contribute to the environment in which we operate. By investing in our community, we will not only improve our surroundings today, but also provides better opportunities for future generation.