Profile

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We have a great pleasure in introducing ourselves as one of the Registered Financial Advisory Firm to provide Consulting & Advisory Services to Non-Profit Organizations, Individual Clients and the firms that serve them. Our primary focus is on providing personalized investment plans to cater to the specific needs of our clients. We have partnered with various reputed consultants in areas of tax planning, investments and legal in order to provide our customers with a wide array of investment products and superior quality of service. We serve over 550 individual clients and 25 corporate and institutional clients. We are a truly independent and unbiased consulting and advisory servicing firm. We are a small, tightly focused organization by design. Our small size enables us to form close relationship with each client and to fully customize our services to each client’s individual needs.

The services that we provide to our customers can be classified broadly under two main categories – Advisory services and Consulting Services.