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Lead a delightful life by
achieving financial
independence
Pursue a passion,
enjoy life’s luxuries
& give back to society
Leave a lasting legacy &
pass on your wealth to
the next generation
Established Credibility
Indian Securities Market Regulator,
SEBI
, registered & regulated ’Portfolio Manager’
Manage assets of
Rs.1750cr+
, 700+ select premier clients in 23 countries worldwide
Partnered with Axis Bank, SEBI registered custodian & fund accountant, to manage clients’ account
Client Centricity
Direct-to-Client
Model & By-Invite only Approach
Customized and
Client Centric Portfolios
Performance-based fee & Low cost structure
Investment Approach
Stated Objectives
Protect capital
Beat Fixed Deposit returns
Outperform Benchmark over 3-5 years
Focused Philosophy
Highly Profitable Consumer Franchise
Ethical & Passionate Management with Wise Capital Allocation Record
Buy ‘big’ at fair valuations
Proven Performance
Demonstrated track record of 12 years +
India’s Top Performing Portfolio Manager as per CY18 and CY19 Bloomberg Quint/ SEBI reports.
Client Retention Rate of 99.78% for 12 years +