Established in November 2001, we are a SEBI registered financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals. Currently, a 40+ people operation, headquartered in Bangalore with a presence in Mumbai, Delhi, Hyderabad, and Chennai we have over 500+ families as clients from across India and the rest of the world - US, UK, Middle East, South East Asia, and Africa. We currently manage assets of Rs. 1100+ crores and a risk cover of Rs. 450+ crores.
Industry
Financial Services, Real estate investment consultants, Financial and insurance services, Business Services, Independent financial advisers, Investment services, risk capital/venture capital, Banking services
HQ Location
Phoenix Primus, No.590, 1st Floor
12th Main HAL II Stage, Indira Nagar
Bangalore, Karnataka 560038, IN
Keywords
retirement planning