Believe. Achieve. Succeed.
A decade-long employment with a bank's wealth management division stoked founder Sandeep Kulkarni's interest in the financial industry. He came to the conclusion that impartial guidance and a long-term relationship that spans the investor's numerous life stages are the greatest ways to assist investors in building wealth during that time. We have been supporting dozens of investors on their path to wealth development since 2014.
Our Achievements
Trusted Families Worldwide
AUM management
Our Achievements
Trusted Families Worldwide
AUM management
Our Vision
Our Vision is to be a leading force in wealth management, delivering exceptional value and contribute to enriching our clients' lives
Our Mission
Our Mission is to provide investors with a good investing experience and add value to client portfolios through diligent research and insightful strategies.
Our Achievements
Trusted Families Worldwide
AUM management
Why Invest With Us
Trust & Long-term Relationships
We don't just care about a single transaction; we're in it for the long haul. By offering families the greatest services in a transparent manner and educating them about investing, we hope to create partnerships that last beyond generations. Knowledge not only increases confidence but also raises the family's sense of comfort.
Periodic Portfolio Review
A healthy portfolio is built on periodic portfolio assessments, much like regular physicals. Therefore, if necessary, corrective action will be performed. This method not only provides an update on the portfolio's progress but also keeps the Family informed of its status.
Experience and Well-built Network
We not only bring an experienced staff to the table, but also access to a solid Network of Professionals that are leaders in their respective fields. Our ability to survive and even prosper has been aided by our exposure to numerous tumultuous market cycles and unbridled market ardor.
Process Driven
We have a procedure in place for suggesting mutual funds, and we use it in all of our operations. We work hard to continuously investigate and enhance our procedure. Our process is based on technical analysis and behavioral finance.
Meet Our Team Members!
Poornima Haldar
Megha Kulkarni
Sandeep Kulkarni
Pratiksha Pawase
Snehdeep Chalak
Meet Our Team Members!
Sandeep Kulkarni
(MBA Marketing)
Founder & CEO
Megha Kulkarni
(B.H.M.S)
Director-HR & Finance
Purnima Haldar
(BSC Chemistry)
Head-Ops
Priety Varshney
(BE(IT) and Diploma in Marketing)
Head-Marketing
Priyanka Choudhary
(BBM)
Customer Service Officer
Pratiksha Pawase
(MBA Marketing)
Relationship Manager
Prathamesh Kolte
(PGDM Finance)
Relationship Manager
Snehdeep Chalak
(MBA Finance)
Relationship Manager
Prathamesh Dhawade
(MBA Marketing)
Relationship Manager
