Quantum catalyst

Take Control of Your Finances, Unlock Your Wealth Potential

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

Licensed 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 Recommendations of Top Public & Private Funds

  • 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
Colleagues collaborate on data analysis at a team meeting with charts and laptop.

Our Team

Partners

Zoheb Khan

Founder & CEO

Zoheb holds an MBA in Finance from IIM, is an AAFM registered 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

S. Harish

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 who are at leadership positions at various PE / VC firms, private banking and wealth management firms, and investment arms of large MNCs / Indian firms, and are certified CFP, CWM, CFA, CA and Ph.D. holders

team of analysts, researchers, and content managers who are responsible for the constant tracking of market indicators, macro trends, and performance / strategy of multiple 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.