Our Story

From one desk to a full team

What began as a small mutual fund practice now covers investments, insurance and loans. The principle hasn't changed: the client comes first, the product second.

Today, our team of relationship managers, claims specialists, and credit analysts works with salaried professionals, HNIs, and business owners across India, backed by open-architecture access to AMCs, insurers, and lending partners.

10

2010

Founded in Indore

Started as a mutual fund distribution desk serving salaried professionals.

14

2014

Broking & Insurance Added

Expanded into equity broking tie-ups and life & health insurance.

18

2018

Lending Desk Launched

Built a 40+ lender network for home, business, and structured credit.

22

2022

Paperless Onboarding

Digitised end-to-end KYC, e-sign, and document workflows across all products.

ay

Today

5,000+ Families Served

A dedicated team managing over ₹1,200 Cr in client assets across India.

What We Stand For

The values behind everything we do

Integrity First

Every product is explained transparently — costs, risks, and alternatives included.

Client-Centric Service

We work around your goals, not around product targets or manufacturer incentives.

Full-Spectrum Expertise

One team fluent across investments, insurance, credit, and tax — no silos.

Long-Term Relationships

We measure success in decades of client relationships, not one-time transactions.

Leadership

The team steering your financial plan

RS

Rajesh Sharma

Founder & Chief Executive Officer

PK

Priya Kulkarni

Head of Investments

AM

Arjun Mehta

Head of Credit & Lending

SN

Sunita Nair

Head of Insurance & Claims

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