Our Legacy, vintage and Key partners across all entities
Holistic wealth management built on relationships. Compounding trust across generations — from SIP to Legacy Planning.
Principal Founder. 30+ years in Financial & Corporate Consultancy. Ex-Arthur Andersen. Specialist in International Taxation and Foreign Investment structuring. Exec. MBA — JBIMS.
Co-founder 25+ Years of rich BFSI experience in Wealth management(HNI /UHNI) and Branch Banking across West and North India, Ex- HDFC bank, CitiBank, RBS, Barclays, YES Bank.
Co-Founder. 4 years of experience in Stock Broking, Business Partnering and Fund Management. Brings global finance and analytics expertise to wealth management and AIF strategy.
Wealth creation, protection & legacy
Equity, debt, gold & real assets
Continuous monitoring & rebalancing
Intergenerational structuring & trust advisory
Five decades of trust, expertise and integrity. Audit, Tax, Law and Corporate Finance — all under one roof, serving clients across India and globally since 1974.
Founding Partner & Senior CA. Expert in Audit, Taxation and Corporate Law with decades of practice.
Senior Partner. 30+ years in Financial & Corporate Consultancy. Specialises in International Taxation and Foreign Investment structuring. Ex-Arthur Andersen. Exec. MBA — JBIMS.
Statutory, internal and tax audits
Equity & Debt syndication
NRI taxation & FEMA
Capital structuring & M&A advisory
GST, Customs, DRI
Finance function outsourcing
Planning, filing & litigation support
Secretarial & board advisory
Trusted by investors since 1985. Equity, F&O, commodities, currency & demat — all under one roof.
Chairman & Founding Member. CA and Law expert providing strategic oversight to capital markets operations.
Director. Leads algorithmic trading strategy. Ex-Arthur Andersen. Exec. MBA — JBIMS. Wide experience in corporate finance and international markets.
Vice-Chairman. Commerce and Law graduate driving broking and capital markets business operations and growth.
Director. Business Management & MBA professional heading equity broking business development and client growth.
BSE/NSE listed equity, E-IPO
MCX : metals, energy, agri
Hedging & directional strategies
NSE currency futures & options
CDSL demat, pledging & transfers
Absolute-return focus across all market cycles. Research-led. Data-driven. SEBI registered under the Darwin Evolution Trust.
4 years of rich experience in Stock Broking, Business Partnering and Fund Management. Brings global academic grounding in finance and data analytics to AIF strategy.
Open-Ended Fund; SEBI-Registered
Alpha across bull & bear cycles
HNIs, family offices & institutions
Fully compliant, regulated structure
CAT III AIF vehicle