A small, qualified team that looks after every portfolio personally.
Founder
Started in 2004 managing her family’s treasury, acting as both investment manager and client. She has received 11 awards from mutual funds and was nominated by CNBC TV18 as a Top Women Advisor in India’s Western Zone. She has been invited by ET NOW and FBLive to share her views and runs investor awareness programs.
Head of Research & Client Relationship
Over 6 years in financial analysis and client management, with strong Excel skills and a focus on personalised client guidance.
Head of Operations
12 years in mutual fund operations, known for handling client requests and queries calmly and efficiently.
Admin Head
Over 14 years in administration, handling documentation, clerical work, accounts, tax and files.
To go far — walk together.
Book a conversation with our team.