The Indian equity market has emerged as a global hub of investment, attracting significant participation from international investors. It is now recognized as a stable, growing, and dependable equity market, with global fund houses making substantial investments. A heightened awareness of equity investments, coupled with robust regulatory frameworks, has facilitated increased retail participation, making the Indian equity market a compelling growth story.

We stay attuned to market dynamics, providing timely and tailored investment advice to guide you on your financial journey. Our recommendations are customized based on a comprehensive analysis of your risk profile, investment goals, time horizon, age, occupation, existing asset mix, and income sources. We offer a range of products such as, Low Risk, Medium to Low Risk, Medium to High Risk, High Risk , and SIP options. Our services are strictly investment advisory in nature, adhering to the regulations prescribed by SEBI.

We employ a strategic approach to stock allocations, covering large caps, small and mid-caps, as well as emerging quality companies across various segments. Our recommendations are underpinned by advanced technical tools, fundamental analysis, and a careful assessment of the risk-reward profile of each investment, all while considering your disclosed risk appetite.

Investment execution is carried out through your demat account with leading brokerage firms such as Zerodha, Axis Direct, Groww, IIFL, among others. We maintain a strict policy of independence, with no profit-sharing arrangements with any brokerage houses, ensuring that our recommendations remain unbiased and solely in your best interest.

Our goal is to provide objective recommendations that help you build wealth over time, aligned with your financial goals and aspirations. To this end, our advisors will recommend specific entry and exit prices, as well as stop-loss levels for each investment. Capital allocation, whether by amount or quantity, will also be suggested. These recommendations will be communicated via Whatsapp message or email, requiring your approval before execution on the exchange through an online platform. All recommendations are meticulously recorded in compliance with SEBI and other relevant regulatory guidelines. .

Our advisory fee is set at 2% per annum of the Assets Under Advice (AUA), billed and debited at the end of each calendar quarter. The minimum investment capital required is Rs. 10 lakhs, with AUA calculated as the average of the daily portfolio value. A fixed fee option is also available for clients who prefer this structure.

How to start

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We are not offering any guaranteed or assured returns on any investments or recommendations. The past performance of the Investment Advisor does not indicate or assure any future performance. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.