We never planned getting into this. Since 2000, we run a Business Consulting and Training company out of Pune. Thanks to a very bad experience of investing in MF and ULIPs using the Mutual Fund Investment Advisory services of an MNC bank in 2008, we decided on our mission to make wealth-creation thru' investing safe and simple for Retail Investors like us
It turned out to be more difficult than we imagined! Simple was not simple enough, and making equity-investing safe was like grappling with the ultimate paradox. Also, the markets went from deep despair to irrational euphoria...
We used this opportunity, for our advantage, to test our models. We have continuously evolved our models and products to suit individual Customers' profiles & needs. Now, with our unique-fundamental research and Smart Investment Solutions like Portfolio Manager (Free), Omega (Paid) and Superstars (Paid), we can truly say that we have made investing—Safer, Smarter, and Simpler!
Zero-conflict-of-Interest Portfolio Advisory. We do not earn any brokerages, commissions etc. from your investments. You can be 100% sure that our advice is based solely on how it will benefit you.
(We are SEBI registered: Investment Adviser - INA000013323
10 years of Equity Research. We follow a very systematic & robust approach for equity research. We have developed many tools like 10-Year X-ray, Maximum Retail Price (MRP)-Discount Price (DP), Nifty@MRP to help us provide right recommendations to Retail Investors.
Transparent and Collaborative: We use technology to be Transparent—our valuations, since 2011, are visible online. While we provide simple-to-understand analysis, insights & recommendations, Customers are in control and take the final decisions. Educate & enable investors to make smart investment decisions.
Focus on Risk-adjusted Returns: We are constantly watching for opportunities. We ensure returns safely through 'Smart Asset Allocation' & 'Identifying Assets with the best Risk-adjusted Returns across multiple Asset Classes' (Direct stocks, MF, Index Funds, Debt Funds and Gold ETF).
You can rely on us, like many of our Customers do, to make your investing—Safer, Smarter, and Simpler!