Freedom to choose any Mutual Fund from over 35+ AMC’s and thousands of schemes on a single platform.

State-of-the-Art platform enabling you to transact, monitor and manage your wealth anywhere, anytime via Android/iOS mobile app and E-wealth account online. We use technology to reduce paper work.

No bias to any product or manufacturer.

Specific need based investment options for each individual.

No upfront fee or portfolio review charges.

No need to sign and submit the same docs repeatedly.

We can club all your multiple portfolio holdings at different places into one single and easy to use platform.

No inconvenience due to frequently changing RM’s/Relationship handler.

We also deal in NPS, Term Insurance, Health Cover, Tax-free bonds, Corporate deposits and all kind of retail loans.

Portfolio review and asset-rebalancing as per your requirement or market conditions.

Professional senior ‘Citi-bankers’ with enriched experience of decade plus in HNI wealth management.