Your CFO for Personal Wealth
We help ambitious families and individuals simplify their wealth journey through structured, data-driven strategies, enabling smarter decisions for long-term goals. Our role is to bring structure, objectivity, and an uncomplicated approach to these journeys so every decision taken serves your long-term wealth goals.
₹ 1,06,300 + Crores
ASSETS UNDER MANAGEMENT
(As of 30 June 2026)Over 417
RELATIONSHIP MANAGERS
(As of 30 June 2026)13,941+
CLIENTS
(As of 30 June 2026)
VALUES THAT CREATE TRUST
FEARLESS APPROACH
Showing information that you need to see, without fear
UNCOMPLICATED
Uncomplicating financial concepts to enable full understanding before your decision making
BACKED BY DATA
Data at scale will help you take a considered decision
TRANSPARENCY
Transparency = Trust = Implementation. Trust created with transparency. Value created by Implementation
WHAT CLIENTS VALUE IN OUR PROCESS
Clarity, Consistency, and the Confidence to Stay the Course
Clients Don't stay with us because of trends or quick results; they stay because our process gives them something markets rarely offer: clarity. Whether the environment is stable or volatile, our objective remains the same: to bring structure and discipline to every decision, so you can focus on the bigger picture.
CLARITY OVERNOISE
STRUCTURE WITHOUTCOMPLEXITY
DISCIPLINE DURINGVOLATILITY
CONTINUITY ACROSSGENERATIONS
PERFORMANCE YOU CAN MEASURE. TRUST YOU CAN COUNT ON.
Client’s Journey Since (April 14')
Total Amount Invested
₹ 10 Crores
Sample Portfolio IRR
15.54%
Total Corpus Created
₹ 58.7 Crores
Risk (Beta)
0.57
with respect to NIFTY 50 Index
Alpha Generated
6.53%
Alpha Generated
₹ 29.96 Crores
We WIN or We Learn (Audit Insights)
- Mutual Funds: 86% of external mutual fund portfolios underperformed AR Model Portfolio.
- PMS Portfolios: 43% underperformed NIFTY50, 84% fell short of AR Model Portfolio.
- Direct Equity: 39.54% lagged NIFTY50, 74.71% underperformed AR Model Portfolio.
- Insurance: Average IRR: 1.43% → If invested in Term Plan + NIFTY50, potential gain of ₹1,638 Cr.
- Real Estate: 80.41% of real estate portfolios & 71.79% of properties underperformed NIFTY50.
Legacy Planning Impact
- Since 2012, 7,295+ wills and 1,113+ trusts facilitated.
- Helping families structure and secure their wealth for future generations.
BLOGS
