Only an Informed & Well-Researched Decision will make Wealth.
Everything Else is a Fluke.
How we help you
WEALTH COACH
Learn to Manage Wealth for Yourself & Patrons
PRODUCT RESEARCH & KNOWLEDGE
SALES TRAINING & CUSTOMER MGT.
CREATING VALUE FOR YOUR PATRONS
DEDICATED RELATIONSHIP MANAGER
Investment Chronicles
Your Growth
is Our Growth.
We believe in two rules
> Staying Ahead of Times
> Creating Value for all Patrons
Associated with
45+ PMS Houses
So that you get the right data and insights without any jargons.
Wealth Coach
60+ onboarded
Utilized the knowledge and taken their business & growth beyond expectation
Asset Under Management
170+ Cr.
Building trust & delivering growth over long term.
Dedicated R&D
5+ Experts
Deep dive in each & every product offering, figuring out the moats
for your portfolio.
We Take Pride in Our Numbers
20
Years of Experience
175
crore AUM
55
Wealth Coach Trained
1250
Customers Trust Us
Knowledge is the Alpha
Knowledge has an intangible value to create tangible wealth and incentives. Knowledge is very hard to lose, unlike power and wealth