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Goal Based Planning

Whether you are saving for your future, building a legacy of wealth
for your family or looking to utilise your next egg to generate a retirement income,
our advisers are here to help guide you towards realising your goals.

Asset Management

As asset managers we efficiently allocate capital of clients
in productive investments based on their risk profile.

Proprietary Services

Our team is equipped with cutting edge technology involving
Artificial Intelligence (AI), Machine Learning (ML), Data Science
bringing in products featuring QSIP, Algotrading, Backtesting and more.
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Upcoming IPO


CEO


Message from company founder Arindam Bortamuly

Investments are essential to every man who generates income for their family in order to increase cash flow. Thereby increasing assets and assets create more cash. Thus, cycle repeats and man can attain financial freedom.
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Services We Provide

Why you need a
financial adviser today.

Financial Freedom and Planning

You can plan your savings to buy a dream house, to save for your children's education or to invest in businesses to give you monthly payments to attain financial freedom.

Simplified Investments

You can choose your investments based on risk appetite & grow your savings by compounded interest.

Inflation

You can protect your investments from inflation which eats up your hard-earned savings with our sophisticated & technically advanced market strategies & research driven by Artificial Intelligence (AI).

Our clients are prospering with us

Providing global standards to our clients to be ahead than their peers in the world of investments.

Risk Management

Risk appetite of individual is calculated.

Dedicated Research

Professional analyst keep track of global markets.

Reliable Customer Service

Available 24 x 7.
Case Studies

Strategies that worked
for our clients.

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Motorcycle

Ankur is a student studying at Cotton University. He is planning to buy his dream motorcycle. He wants to manage his pocket money effectively.
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Dream Home

Ajay is working at a multi-national corporation as a Business Development Manager. He is planning to save some portion of his salary to finance his dream house.
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Call & Trade

Bhaskar is a skilled stock trader and he loves to travel. He wants quality broker service as his partner in order to execute his trades from anywhere in India 24x7.
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Precision Investments

Mayur is a renowned business tycoon. He wants to manage his cash generated by business and save in different investments so that inflation does not eat up his hard-earned money.
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Child Education

Dhruba has two kids studying in preparatory school. He plans to save his earnings so that there is no burden later on when the kids do their higher studies.
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Share Dematerialization

Dinesh's father had bought reliance shares in 1994 worth Rs.10,000 in the certificate form, now those shares worth is Rs.200,000. Now he wants to convert them into Demat form.

800k

Assets Under Management

Capital managed by the company by assisting in investing ideas.

100+

Clients

Client comprising High Networth Individuals and Retail.

2.2 Cr

Traded Value

Total turnover in trading by clients.

42%

Growth Projection

Statistics based on last year's growth and current economic condition.