What You Get: Your Wealth Journey Becomes a Long-Term Legacy
- 1,518 families with us for over 10 years
- 446 families have partnered with us for 15+ years
Proven by Data. Trusted by Families.
These 10 metrics reflect the strength of our model, the consistency of our team, and the trust we've earned from clients around the world.
What You Get: Trust That Turns Clients Into Advocates
- 65% of new clients join us through referrals
- Over 100+ client hosted referral events across societies
What You Get: Relationships That Do Not Keep Changing
- Lowest Regret RM Attrition in Industry
- Avg. RM tenure: 9.9 years for reliable, long-term relationships
What You Get: Relationship Stability Even as We Scale
- 4x RM growth: 81 (2015) → 417 (Q1FY27)
- 46% of RMs have 5+ years tenure
- 232 Account Managers promoted to RM roles in the last decade
What You Get: A Platform Built on Client Trust
- AUM grew 15x: ₹5,624 Cr (2015) → ₹1,06,300 Cr (Q1FY27)
- AUM scaled steadily across market cycles
What You Get: A Platform Families Grow With
- 9x increase in families: 1,232 (2015) → 13,941+ (Q1FY27)
- 61% of clients have stayed with us for over 3 years
What You Get: Research Depth Behind Every Wealth Decision
- 167 specialists across equity, debt, taxation, law, and macro strategy
- 34,000+ research hours dedicated to portfolio discipline
- Support from CAs, lawyers, economists, and tax experts
What You Get: A Team Structure Built Around You
- Hands-on support from Relationship Manager, Account Manager, and Team Leader
- Strategic oversight from Unit Head, CEO and Joint CEO
- Product Specialist who bring deeper insights into the market and strategy
What You Get: A Data-Led Process Behind Your Wealth Strategy
- 12 statistical models used for portfolio construction
- 5,151 portfolio permutations analyzed for optimal risk-adjusted returns
What You Get: Wealth Support Without Geographic Boundaries
- 1,635 of our client families are NRIs from around the world
- Top NRI locations include Dubai, the United Kingdom, Singapore, and the United States
Let's Build Your Wealth, Together
Let's Build
Your Wealth,
Together
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