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.

₹ 91,568 + crores

ASSETS UNDER MANAGEMENT

(*As of Sep 30, 2025)

Over 386

RELATIONSHIP MANAGER

(*As of Sep 30, 2025)

12,781 +

CLIENTS

(*As of Sep 30, 2025)

Values that Create Trust

FEARLESS APPROACH

Showing information that you need to see, without fear

UNCOMPLICATED

Un-complicating financial concepts to enable full understanding before your decision making

BACKED BY DATA

Data at 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
OVER NOISE

STRUCTURE WITHOUT
COMPLEXITY

DISCIPLINE DURING
VOLATILITY

CONTINUITY ACROSS
GENERATIONS

Proven by Data. Trusted by Families.

Clients Rely on an Expert-Led 6-Way Support System

Relationship Manager, Account Manager, and Team Leader for hands-on wealth creation.
Unit Head, CEO & Deputy CEO, and Product Specialist for strategic expertise.

Clients Experience Stability & Long-Term Trust

RM attrition: Near 0% regret regression (Q2FY26)—among the lowest in the industry..
Average RM tenure: 9.3 years, ensuring consistency and reliability.

Clients’ Trust Drives Growth in Client Families

9X increase in client families—1,232 in 2015 → 12781+ in Q2FY26.
60% of clients have been with us for over 3 years.

Clients See Wealth Growth from HNI to UHNI (Platinum)

98.4% of UHNI (Platinum) clients started as HNIs.
Almost all 160 UHNI clients grew their wealth to Rs. 50+ crores.
80 UHNI families have been associated with us for over a decade.

Clients Become Our Strongest Advocates

78% of clients have partnered with us through referrals.

Clients Across the Globe, Including NRIs, Trust Us

Of our 12,781+ client families, 1,326 are NRI families from across the world.

Clients Benefit from a Growing RM Team

4X increase in RMs (81 in 2015 → 386 in Q2FY6).
48% of RMs have been with us for over 5 years.
15% of RMs have completed over 10 years with us.
197 Account Managers promoted to RMs in the last decade.

Clients Build Long-Term Relationships with Us

1210 client families have been with us for over 10 years.
344 client families have partnered with us for 15+ years.

Clients Rely on Mathematical Precision

12 statistical and mathematical models for portfolio construction.
5,151 portfolio permutations analysed for optimal risk-adjusted returns.

Clients’ Confidence Reflected in AUM Growth

15x increase in AUM (₹5,624 Cr in 2015 → ₹91,568 Cr in Q2FY26).

Performance You Can Measure. Trust You Can Count On.

Client’s Journey
Since (April 14')

Total Amount Invested

Rs 10 Crores

Sample Portfolio IRR

14.01%

Total Corpus Created

Rs 45 Crores

Risk (Beta)

0.50

with respect to NIFTY 50 Index

Alpha Generated

4.90%

Alpha Generated

Rs 17.81 Crores

We WIN or We Learn (Audit Insights)

Mutual Funds: 88% of external mutual fund portfolios underperformed AR Model Portfolio.
PMS Portfolios: 43.53% underperformed NIFTY50, 92% fell short of AR Model Portfolio.
Direct Equity: 40.33% lagged NIFTY50, 76.87% underperformed AR Model Portfolio
Insurance: Average IRR: 1.91% → If invested in Term Plan + NIFTY50, potential gain of ₹1,175 Cr .
Real Estate: 80.75% of real estate portfolios & 73% of properties underperformed NIFTY50.

Legacy Planning Impact

Since 2012, 6190+ wills and 1016+ trusts facilitated.
Helping families structure and secure their wealth for future generations.

Blogs

Children’s Day investing and wealth creation

The Spirit of Giving: How Wealth Finds Purpose Beyond Self

Christmas is a time of joy, renewal, and generosity. It reminds us that wealth, at its best, carries a purpose greater than accumulation; it becomes a force that uplifts lives and shapes legacies.

For investors, this season is an invitation to reflect on how wealth can extend beyond personal goals into broader contributions. When generosity is woven into the process of wealth creation, it brings meaning, balance, and clarity over noise.

Jensen’s Alpha concept for simplified wealth creation

Reviewing the Year: A Clearer Path Toward Wealth Goals

The close of a year is not only a moment to look back but an opportunity to learn. In wealth creation, reflection is the compass that keeps investors aligned with their long-term objectives. Without it, portfolios risk drifting away from clarity and purpose.

Year-end reviews bring discipline into focus. They transform numbers into insights, highlight behaviours that influenced outcomes, and ensure the process of investing remains fearless, objective-driven, and uncomplicated.

Power of patience in investing and long-term wealth creation

Volatility in 2025: What Markets Taught Us About Steady Resilience

The investment landscape of 2025 has been a powerful teacher in resilience. Equity markets experienced meaningful corrections. Instead of alarm, these corrections remind us that volatility is not an anomaly—it’s the market’s rhythm, inviting investors to stay engaged and patient.