Our focus is to generate consistent, long-term growth with a high margin of safety for each of our relationships

Testimonials

Anish has been the trusted financial advisor of the family for over 15 years. His dedication and commitment to managing the wealth has ensured our funds grow in a transparent, cost efficient and consistent manner. He is our trusted partner for the family’s wealth management needs.

Mr. Sumaya

I have been absolutely delighted with his service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me about him was the way he took the time to understand where I stood and also his depth of knowledge, lateral thinking and common sense approach. His professional, ethical and caring demeanour elicits my trust and respect always.

Mr. Ahuja

I have known Anish for several years and have found his biggest asset to remain calm and collected even during serious ups and downs in the markets. That’s because he researches, analyses and then advises according to my requirements at the time. Thoroughly professional and ethical, with tons of patience.

Mr. Maroo

I have known Anish now for 12+ years. Since then he’s been handling all my investments irrespective of the organisation he’s worked with. This is due to an impeccable trust in his judgement and advice, knowing that he will always keep the client’s best interest as the absolute priority irrespective of his or organization interests. What also makes this satisfying is the promptness with which Anish is always able to execute and deliver

Mr. Mittal

For a lay investor like me, trust is the most important factor, when it comes to an investment advisor and portfolio manager. In that context, Anish has been able to check all boxes. In our association of over 17 years, he has managed to create a strong bond of trust with continuous information and timely advice. His passion, knowledge and genuine interest in providing the best for his clients makes him a truly professional advisor.

Mr. Kaul