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Why Us

  • Our Vision
  • Our Mission

To grow as a most respected and trusted brand in financial services that caters to all the needs of people seeking investment knowledge and assist them to achieve their financial freedom

Offer the best-in-class customized financial advisory services to clients to make right choices in investments that help them realize their dreams and goals. Also, reach out to as many people possible with financial literacy programs and empower them with investment knowledge

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Our Journey

What We Offer

Mutual Funds

Your single point access to virtually all mutual fund schemes in the market

Capital Market

Trading & Demat Account services, get paperless access to MF, Equity and ETFs

Fixed Income

Get easy access to diverse debt products like Bonds, Company Deposits, etc. from the of the leading companies, institutions in India


We offer Portfolio Management Services (PMS) strategies with equity and mutual funds from the leading PMS providers in India.

Real Estate

Get access to exclusive opportunities for investment /consumption in real estate


Experience quality risk advisory and management services with our insurance solutions

What Our Client Says

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Our Recognition


Our Team

Mr. Sharan C Patil
Managing Director
Mr. Balakrishnan V

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Fund Manager Interviews

  • Mr. Anand Radhakrishnan Designation: CIO – India Equity Mr. Anand Radhakrishnan is Chief Investment Officer (Franklin Equity - India) for Franklin Templeton Asset Management (India) Pvt Ltd. Mr. Radhakrishnan is responsible for overseeing all the local equity funds. His responsibility includes mentoring Read More
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