From a passionate idea to a nationwide financial powerhouse — our journey is built on trust, innovation, and a shared vision of helping every Indian achieve true financial freedom.
Discover Our Journey
A timeline of dedication, growth, and the pursuit of financial empowerment for every client we serve.
A small team of financial experts in Mumbai began with one goal — to simplify financial planning for all Indians.
Serving 5,000+ clients and opening new offices across India while developing our first financial advisory platform.
Fully transitioned to a digital-first company, enabling seamless virtual advisory and 24/7 portfolio management.
Now serving 20,000+ clients with ₹500+ Cr in assets under management — and a growing team of 250+ certified advisors.
Guided by values that define who we are and how we serve you.
We build relationships through honesty, transparency, and ethics.
Every solution we create starts with understanding our clients’ needs.
We constantly evolve with technology to make financial planning simple.
We strive to create a positive financial and social impact nationwide.
