Established in 1984, our firm boasts over 40 years of expertise in wealth management and solution-focused financial services. We initially specialized in life insurance, general insurance, postal savings, fixed deposits, tax-free bonds, non-convertible debentures, and 54EC capital gain bonds. In 2000, we diversified into mutual funds and have since expanded our portfolio to include equities, bonds, portfolio management services, and alternative investment funds.
Located in Ghatkopar,Mumbai our office is supported by a dedicated team of six professionals who provide personalized guidance and support throughout your investment journey. We use a goal-oriented approach to help you achieve your financial ambitions and realize your dreams.
We oversee assets exceeding ₹200 crore across various asset classes, serving over 350 families and more than 1000 investors, including high-net-worth individuals, retail clients, and NRIs.
Our founder and chief strategist, Vijayanand B. Rai, holds a postgraduate degree from Mumbai University and is a Certified Financial Planner (CFP), with additional qualifications including Certified Associate of Indian Institute of Bankers (CAIIB) and Registered Financial Consultant U.S.A(RFC).
