Our Offerings
1. Goal-Based
Financial Planning
We work closely with you and employ a structured, goal-driven approach, to identify, prioritize, and achieve your most important financial objectives … Learn More
2. Investment Portfolio Design
and Management
We craft personalized investment portfolio tailored to your risk tolerance, investment horizon, and financial objectives, leveraging a diversified range of asset classes and strategies … Learn More
3. Holistic Tax
Planning
We take a proactive approach, analyzing your tax positions and developing strategies to mitigate your additional tax liability resulting from your financial investments’ returns … Learn More
Why Choose Us
Practical Experience, Top Educational Pedigree
- Alumni from IIMs, IITs, and other top colleges in India and globally, with specialization in Finance & Strategy
- CFA (Chartered Financial Analyst), CFP (Certified Financial Planner) and CWM (Chartered Wealth Manager) charter holders
- 100+ cumulative years of industry experience across MNCs, VCs, PEs, Investment Banks, and Indian private and public banks
Certified and Registered to Practice
- Fiduciary responsibility to act in the best interest of our customers
- Registered with SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India)
- Cleared necessary NISM (National Institute of Securities Markets) exams (India), and other wealth manager / financial planner exams (globally)
Independent and Unbiased Recommendations
- Unbiased objective research and analysis across a large universe of investment options (MF, PMS, AIF, CFD, NCD, MLD, Angel Investing) to arrive at our recommendations
- Long-term continuity in customer relations which seldom exists with changing RMs and their roles at financial institutions
- No incentive to recommend the select few products often pushed by the employees of financial institutions
Our Team
Partners
Founder & CEO
Zoheb holds an MBA in Finance from IIM, is an AAFM certified Chartered Wealth Manager, and a SEBI certified MFD advisor registered with AMFI. He has 15+ years of industry experience in financial advisory, management consulting, and corporate strategy
Partner
Harish is a CFA Charter holder, did his MBA in Finance from NMIMS, and is currently pursuing a specialization course in Finance in Canada. He is a SEBI certified MFD advisor, registered with AMFI, and has 15+ years of experience in IT and banking
A community of thought partners, advisors, and mentors, which includes CAs (chartered accountants) partner teams as well as senior subject matter experts who are at leadership positions at various PE / VC firms, private banking and wealth management firms, and investment arms of large MNCs / Indian firms
A team of analysts, researchers, and content managers who are responsible for constant tracking of market indicators, macro trends, and changes in performance & strategy of various investment funds, managing online content, and handling back-end operations
Talk to us
Have any questions? Reach out to talk about your financial goals, opportunities to grow your wealth, and how we can help you in your journey.