About Me
You need a friend you can rely on to guide you, someone you can confide in, someone you can reach out to
We understand your family, your priorities and your constraints. We understand what you desire, and what you have accomplished.
And we will tell you the truth even if it’s uncomfortable if it’s in your interest.
About Work Experience
We are a firm based out of Bangalore catering to UHNI families, managing a portfolio of $300 million globally.
Experience & Qualification
Qualification
CFP, CFA, IIM, IIT, RIA
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
Technical & Research Analysis