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: Portfolio Gains with Proven Outperformance
- Jan 2022–Dec 2025: Clients generated gains of ₹31,023 Cr in their portfolio through our strategy
- And, the above has resulted in an Jensen’s Alpha of 4.88% over the same period
What You Get: Wealth Creation That Becomes Legacy
- 98.4% of Platinum clients started as HNIs
- Almost all 160 UHNI clients grew wealth to ₹50+ Cr
- 80 UHNI families have been with us for over a decade
What You Get: Your Wealth Journey Becomes a Long-Term Legacy
- 1,210 families with us for over 10 years
- 344 families have partnered with us for 15+ years
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: 9.3 years for reliable, long-term relationships
What You Get: Relationship Stability Even as We Scale
- 4x RM growth: 81 (2015) → 393 (Q3FY26)
- 48% of RMs have 5+ years tenure
- 197 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) → ₹99,008 Cr (Q3FY26)
- AUM scaled steadily across market cycles
What You Get: A Platform Families Grow With
- 9x increase in families: 1,232 (2015) → 13,262+ (Q3FY26)
- 60% 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
- 1,528 of our client families are NRIs from around the world
- Top NRI locations include Dubai, the United Kingdom, and the United States
Let's Build Your Wealth, Togther
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