We are a B2B player in Wealth Management space.

We provide business consultancy and related support functions for Wealth Management firms.

We assist Wealth Managers and endeavor to act as their extended Products Team for having better access, assessment and association with high quality, and regulated investment products and related value-added services. We assist Wealth Managers in search, scan, evaluation, comparisons, filtration and carrying out due diligence on investment options - particularly in the Alternative Investment and Global Investing space. We also assist them in developing ancillary services.

To Asset Managers and Investment Product Specialists, we endeavour to act as a value added service provider by assisting them in Strategy around Distribution Outreach for the investment products, largely for beyond Mutual Funds.

We are predominantly in the business of providing business consultancy and related support functions for wealth management firms (including independent financial advisers and family offices) as well as Investment product developers.

Our interests also includes support mechanism for Startups which is carried out through a separate joint venture entity.

We are a boutique firm, led by Mr. Apoorva Vora, the Founder & CEO. The management team has long and rich experience and exposure in the industry, and supported by young and creative minds, and meaningful collaboration with industry specialists.