Our dedicated services help you achieve your dreams and aspirations. We ensure that your needs and requirements are at the centre of all our activities.
Namrata Singh, a Certified Financial Planner with more than 13 years of experience in banking and wealth management. She also holds a MBA degree and is currently pursuing CFA (level 2).
Our mission is to provide investment services by promoting the highest standards of ethics and professional excellence for the ultimate benefit of our investors and the society at large
A diversified portfolio contains a mix of distinct asset classes and will yield higher long-term returns and lower the portfolio risk.
Regular reviews of the investment portfolio to ensure that investments are in tune with your investment objectives
We ensure that the portfolio is managed in a way to reduce concentration risk.
We avoid Unnecessary Leverage as it amplifies risk and can lead to adverse investment outcomes
By Namrata Singh, CFP & Chaitali Shah, MA (Economics)
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