Fiduciary i.e. Zero-conflict-of-Interest Independent Portfolio Advisory: We do not earn any brokerages, commissions
Unique methods and tools: to implement long-term fundamental investing
Transparent: Provide simple-to-understand analysis and insights so you understand the recommendations and invest confidently
Use technology: to customise advice and remove human biases in implementing it
(SEBI registered: Investment Adviser - INA000013323
You become a savvy investor using
our sophisticated but simple-to-use tools...
essential because you will be investing for 30+ years
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 Customersâ€™ 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!