Established in November 2001, we are a 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 presence in Mumbai and Delhi, we have over 400 families as clients from across India and rest of the world - US, UK, Middle East, South East Asia and Africa. We currently manage assets of Rs. 1000 crores and a risk cover of Rs. 300 crores.