Our Vision
To redefine the future of financial advisory by setting a new benchmark in transparency, personalization, and research-backed decision-making for every Indian investor.
Investor Empowerment
Helping clients take control of their financial life through unbiased education and guidance.
Ethical Capital Allocation
Promoting ethical investing that aligns with both profit and purpose.
Digital-First Advisory
Leveraging technology and data to deliver advice at scale without compromising personalization.
Bridging the Trust Gap
Establishing unmatched credibility as an IA + RA who operates independently, ethically, and with full SEBI compliance.
Our Mission
To deliver fiduciary-grade investment advice and equity research insights, enabling individuals and institutions to make confident, long-term financial decisions with absolute integrity and regulatory discipline.
Holistic Planning
Offer 360° financial planning, retirement, and risk management strategies.
Unbiased Advice, Always
Operate on a 100% fee-only, non-commissioned model as per SEBI IA Regulations.
Evidence-Based Research
Publish in-depth research under SEBI RA guidelines with complete disclosures.
Compliance-Driven Culture
Maintain audit-ready, documented processes for every recommendation made.
Client-Centric Technology
Provide dashboards, trackers, and robo-advisory tools backed by AI/ML insights.
Continuous Learning
Staying ahead of market trends and regulatory changes to provide timely, relevant advice.
Discipline
Process over noise
Your Dual Advantage
Being dually registered as an Investment Adviser (IA) and a Research Analyst (RA) provides a seamless, powerful benefit for you — integrating the “what” and the “why” in your financial strategy.
The Research Analyst Hat
As the Analyst, I perform deep-dive, objective investigation into markets and securities — the intellectual engine for your portfolio.
Macro-Thematic Research:
Analyzing broad economic trends and policy changes.
Micro-Security Analysis:
In-depth modeling and valuation for undervalued opportunities.
Quantitative Screening:
Using data models to filter the investment universe.
Risk Framework Analysis:
Assessing securities for hidden and concentration risks.
Continuous Market Tracking:
Monitoring market events and sector shifts.
The Investment Adviser Hat
As the Adviser, I focus entirely on you — your life, goals, and risk tolerance — building a personalized financial blueprint using research effectively.
Bespoke Financial Blueprinting:
Covering cash flow, liabilities, and life goals.
Strategic Asset Allocation:
Tailored diversification by risk and time horizon.
Fiduciary Partnership:
Transparent, client-first decision-making.
Behavioral Coaching:
Helping navigate market volatility rationally.
Coordinated Strategy:
Collaborating with your CA and professionals for a unified plan.
Who I Serve
My services are tailored for those who seek a long-term, collaborative partnership and value professional diligence.
Corporate Executives
Strategic advice on managing concentrated stock positions, ESOPs, and deferred compensation.
Business Owners
Guidance on diversifying personal wealth and structuring assets for generational transfer.
High-Net-Worth Families
Delivering comprehensive family office-style services and seamless estate planning.
Motivated Individuals
Helping lay a strong foundation for long-term wealth creation with disciplined financial planning.
Our Process
A global process as prescribed by Financial Planning Standards Board, India.
Client Agreement
Our partnership begins with a transparent agreement that clearly outlines scope, fiduciary responsibilities, and fees — ensuring clarity from day one.
Data Collection
We conduct a comprehensive discovery session to capture income, assets, liabilities, and, importantly, your life goals and values.
Analysis
We analyse your data to assess current standing and identify opportunities — delivered in clear, jargon-free findings.
Recommendations
Tailored recommendations are presented with the 'why' behind each suggestion so you can make informed decisions.
Implementation
With your approval we guide step-by-step implementation, focusing on cost-effective execution through direct plans and suitable products.
Review & Monitoring
We conduct regular reviews to ensure your plan and portfolio remain aligned with changing goals and markets.
Begin Your Journey with Clarity
If our vision and mission align with your goals, let’s build a plan that is transparent, research-led, and tailored to you.