The journey began nearly a century ago with the family being involved in the stockbroking business and catering to retail clients. Then we graduated to institutional business and with the sharp increase in competition, there was an urgent need to create a niche for ourselves and which is when we began offering Portfolio Management Services. There has been no looking back ever since!
Who We Are
Based in the eastern part of country, we are a boutique financial services company offering portfolio management, brokerage and depository services. Having maintained an unblemished track record and headed by a highly motivated team we have worked endlessly to build on our ever increasing list of satisfied clients. Its 4 generations of reputation and 14 years of out-performance that's at stake.
To be recognized as the best investment management company in this part of the globe and continue to grow without having to market ourselves.
A value added service for investors to hold their securities electronically and manage their settlement obligations efficiently.
For those who wish to leverage our research capabilities and allocate their wealth based on their own risk taking appetite.
A complete solution for HNIs keeping in mind their financial goals and helping them achieve the same with various asset classes.
Having a documented performance of 14 years as a SEBI registered portfolio manager and having hugely outperformed the benchmark over this period, we can say with reasonably certainty that we have discovered and honed the art of stock picking. We can say with pride that we have partnered in graduating our non-HNI clients into HNIs.
Years of Experience
The family has been in the business of financial services for 4 generation now and have the deepest understanding of the nuances of the business. This ensures that we put our client's interest before ours and build a relationship which lasts a lifetime.
The Sixth Sense
The world calls it research, we call it crystal ball gazing. We try to understand the passion and motivation in the leadership of the businesses we invest in. Obviously, it needs to make business sense. But, simply looking at historical numbers doesn't throw up great investment ideas. Hence, its important to perceive the future of the business and this is more like an art rather than science.