Your CFO for Personal Wealth

We help ambitious families and individuals simplify their wealth journey through structured, data-driven strategies, enabling smarter decisions for long-term goals. Our role is to bring structure, objectivity, and an uncomplicated approach to these journeys so every decision taken serves your long-term wealth goals.

₹ 91,568 + crores

ASSETS UNDER MANAGEMENT

(*As of Sep 30, 2025)

Over 386

RELATIONSHIP MANAGER

(*As of Sep 30, 2025)

12,781 +

CLIENTS

(*As of Sep 30, 2025)

Values that Create Trust

FEARLESS APPROACH

Showing information that you need to see, without fear

UNCOMPLICATED

Un-complicating financial concepts to enable full understanding before your decision making

BACKED BY DATA

Data at will help you take a considered decision

TRANSPARENCY

Transparency = Trust = Implementation.
Trust created with transparency.
Value created by Implementation

What Clients Value in Our Process

Clarity, Consistency, and the Confidence to Stay the Course

Clients don’t stay with us because of trends or quick results; they stay because our process gives them something markets rarely offer: clarity. Whether the environment is stable or volatile, our objective remains the same: to bring structure and discipline to every decision, so you can focus on the bigger picture.

CLARITY
OVER NOISE

STRUCTURE WITHOUT
COMPLEXITY

DISCIPLINE DURING
VOLATILITY

CONTINUITY ACROSS
GENERATIONS

Proven by Data. Trusted by Families.

Clients Rely on an Expert-Led 6-Way Support System

Relationship Manager, Account Manager, and Team Leader for hands-on wealth creation.
Unit Head, CEO & Deputy CEO, and Product Specialist for strategic expertise.

Clients Experience Stability & Long-Term Trust

RM attrition: Near 0% regret regression (Q2FY26)—among the lowest in the industry..
Average RM tenure: 9.3 years, ensuring consistency and reliability.

Clients’ Trust Drives Growth in Client Families

9X increase in client families—1,232 in 2015 → 12781+ in Q2FY26.
60% of clients have been with us for over 3 years.

Clients See Wealth Growth from HNI to UHNI (Platinum)

98.4% of UHNI (Platinum) clients started as HNIs.
Almost all 160 UHNI clients grew their wealth to Rs. 50+ crores.
80 UHNI families have been associated with us for over a decade.

Clients Become Our Strongest Advocates

78% of clients have partnered with us through referrals.

Clients Across the Globe, Including NRIs, Trust Us

Of our 12,781+ client families, 1,326 are NRI families from across the world.

Clients Benefit from a Growing RM Team

4X increase in RMs (81 in 2015 → 386 in Q2FY6).
48% of RMs have been with us for over 5 years.
15% of RMs have completed over 10 years with us.
197 Account Managers promoted to RMs in the last decade.

Clients Build Long-Term Relationships with Us

1210 client families have been with us for over 10 years.
344 client families have partnered with us for 15+ years.

Clients Rely on Mathematical Precision

12 statistical and mathematical models for portfolio construction.
5,151 portfolio permutations analysed for optimal risk-adjusted returns.

Clients’ Confidence Reflected in AUM Growth

15x increase in AUM (₹5,624 Cr in 2015 → ₹91,568 Cr in Q2FY26).

Performance You Can Measure. Trust You Can Count On.

Client’s Journey
Since (April 14')

Total Amount Invested

Rs 10 Crores

Sample Portfolio IRR

14.01%

Total Corpus Created

Rs 45 Crores

Risk (Beta)

0.50

with respect to NIFTY 50 Index

Alpha Generated

4.90%

Alpha Generated

Rs 17.81 Crores

We WIN or We Learn (Audit Insights)

Mutual Funds: 88% of external mutual fund portfolios underperformed AR Model Portfolio.
PMS Portfolios: 43.53% underperformed NIFTY50, 92% fell short of AR Model Portfolio.
Direct Equity: 40.33% lagged NIFTY50, 76.87% underperformed AR Model Portfolio
Insurance: Average IRR: 1.91% → If invested in Term Plan + NIFTY50, potential gain of ₹1,175 Cr .
Real Estate: 80.75% of real estate portfolios & 73% of properties underperformed NIFTY50.

Legacy Planning Impact

Since 2012, 6190+ wills and 1016+ trusts facilitated.
Helping families structure and secure their wealth for future generations.

Blogs

Top 5 Things to Look at When Choosing a Wealth Partner

Selecting the right entity for choosing a wealth partner is one of the most critical decisions an HNI makes in India, since we will be building a long-term relation and more importantly, trusting that entity with our personal wealth. And, this choice has a direct impact on how consistently your wealth grows, how effectively risks are managed, and how confidently financial decisions are taken. Yet, many evaluations look only at performance or brand reputation, missing the deeper aspects that truly matter.

A thoughtful evaluation explores the strategy, the process, level of expertise and alignment of goals in financial planning. In this blog, we outline the five most essential factors to consider before choosing a wealth partner. These insights will help you make informed decisions that support your long term goals with clarity and confidence.

Equity Market Outlook 2026: Lessons from 2025 and What Lies Ahead

As we move into 2026, reflecting on 2025 provides valuable lessons for positioning and strategy. The equity markets in 2025 appeared range‑bound at the headline level. Still, beneath the surface there were meaningful opportunities driven by stock selection, domestic investor flows, macro policy shifts, and fundamental performance divergence. Understanding these dynamics helps create a disciplined and data‑backed framework for navigating 2026 with clarity and conviction.

This outlook consolidates market performance, valuation context, earnings trends, macroeconomic conditions and momentum indicators to guide strategic thinking for the year ahead.

Top 5 Mistakes HNIs Make While Managing Wealth — And How to Avoid Them

Managing wealth is not the same as managing investments. As net worth increases, decisions become more layered, risks become less obvious, and the cost of an error becomes disproportionately higher. Yet, many high-net-worth individuals continue to apply the same methods that worked when they first started investing.

Our analysis shows that the difference between wealth creation and wealth preservation often lies in the process. Not intelligence, not timing — but process. Below are the five most common mistakes HNIs make while managing wealth, along with simple, structured ways to avoid them.