The Right Investment? It's the One Aligned with Your goals.
If Rs 25000 SIP for last 20 years becomes Rs 2.5 Crs, why most Indians are still not crorepatis ?
We are pioneering the cause, by providing disciplined, long term, goal based investing. You can invest, track, monitor, rebalance each goal separately using our intuitive dashboards.
Ethics in everything we do
Ethics can never be compromised. It’s that simple.
Basis of our training, our products, our processes and every interaction is Ethics. We strive hard to ensure our sales processes and personnel live by this core philosophy.
Always right by the customer
We choose easy to understand, time tested ways of growing wealth through simple products. We do not use exotic jargons or offer complex products but stick to your risk profile, long term goals, need analysis and product suitability.
Meet Our Team
Manish Talwar
Founder
Banker with over 25 years of experience in retail banking, new product development, sales & distribution, channel management and leading business growth. Worked with Citibank as SVP and Senior Director with IDFC first bank.
B.E., MBA and CFA
Gurbir Singh Bhatia
Co-Founder
Over 30 years of experience in designing & developing products, formulating Digital/ IT strategies and data analytics framework. Worked with Redington, CMA CGM, Bhilwara Ltd.
B.E., Management (IIM-Cal), PMP, Data science (Berkeley)
Rohit Kapur
Co-Founder
Banker with over 25 years experience in wealth management, consumer banking, NRI services and corporate sales. Worked with leading banks like ANZ, Citibank, Standard Chartered, Barclays and Kotak Mahindra, in diverse leadership roles.
MBA(Fin), ICWAI(inter), B.Com
Ashwani Mehta
Business Head
Ashwani is a post-graduate in business management in finance and marketing. He carries over 2 decades of experience across banking, B2B and Fin-Tech. His experience includes working with early-stage startups, to Indian and MNC Banks. His diverse experience helped him develop an understanding of different ecosystems.