Expert Investment Team
Not just another App, but actual experts that monitor your portfolio and answer your questions.
Expert Investment Team
Not just another App, but actual experts that monitor your portfolio and answer your questions.
Vivek Kakar
Founder
18+ years of stock broking experience
5000+ clients served
SPJIMR Alumnus
Saurabh Malhotra
Founder
Saurabh is a Chartered Accountant & alumnus of SRCC. An avid investor, in the last 16 years he has held leadership positions in large organisations like Reckitt, ITC, PwC.
Dr. Samveg Patel
Co-Founder
Dr. Patel holds a PhD in finance and is also a CFA. He is an associate professor of finance at NMIMS Mumbai and a visiting faculty at prestigious institutions like IIMs & MDI.
Our Process Adds Science
to your investment approach
Discover Your Risk Tolerance
with our proprietary algorithm
Take the assessment now!
Scientific Asset Allocation
to balance risk & returns, personalised for you
Get your ideal Asset Allocation
Product selection
based on proprietary frameworks built on 25 years of investing experience.
Everything under one roof
All financial instruments That You need
Under one roof!
Curate a personalised portfolio now
Open a Demat Account with us & invest in Stocks and Bonds
Investing approach
used by the largest & wealthiest investors
used by the largest & wealthiest investors
Your Interests
come first. Complete transparency on costs
come first. Complete transparency on costs
Multiple asset classes
under one roof!
under one roof!
Wealth creation
personalised to your aspirations!
personalised to your aspirations!
Putting the control
in your hands. We recommend, you decide
in your hands. We recommend, you decide
Impeccable service
that every investor deserves
that every investor deserves
Dedicated to making
you more knowledgeable & financially agile!
you more knowledgeable & financially agile!
Already know which mutual funds to buy?
Skip the assessment and buy mutual funds of your choice
Doing it yourself is great!
Still, we are just a call away in case you want us to review your portfolio or answer any questions you may have.
Still, we are just a call away for review your portfolio or answer any questions you may have.
