About Us

We go beyond investing.

And assist you with all decisions related to money.

Should I buy a house? Can I afford to send my child abroad for studies? Can I afford to quit my job and start a venture of my own? Will I have enough money to retire by 50?  

Decisions about money are often emotional. We bring a rational, mathematical and unbiased view to the table so YOU can make the decision that’s best for you. 

Our Approach

  • Understand all aspects of a client’s life. Income. Liabilities. Goals. Ambitions. Responsibilities. Use  a rigorous questionnaire to arrive at a full picture of a  prospectice client’s financial life.
  • Examine our fit. There are some things we won’t do. Like promise a fixed return. Or, take a gamble with your life’s savings. Best to determine what we are willing do and what you want us to do.
  • Share a plan. Get on a call and discuss what we think works with a prospect’s life goals and income. Resolve differences in thought process and finalise the path to meeting their financial goals.

Meet Our Experts

Amit David Wilson

Pooja Kothari

Shantanu Kumar

Our Philosophy 

Money is serious business. Investing money even more so. Things can become complicated. Our aim is to simplify how you make decisions about money. 

Our Focus

You. Always you. Not the latest fad. Not the highest return. But your comfort with the decisions about where to park your money–and how much of it. 


That’s what we charge for our advice!

Trusted by 100s of Happy Clients

You talk like you actually care about me. That’s what assures me that I’m making the right financial decisions.



Disclaimer: Investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM) / addendum / other related documents carefully before investing. Please note that past performance is no indicator of future returns.