About Us

Our company has three core areas of operation.

• Stock Broking/Equity Research
• Financial Planning
• Mutual Fund Distribution
• Insurance Advisory

The main objective of the company is to advise clients on managing surplus cash with short and long term objectives as required for the customer after assessing his short and long term financial requirements.

These  core areas  are the pillars of creating long term wealth. The relevant mix is advised depending on the client’s earning potential, risk appetite and his long term goals.