We understand the importance of convenience in today's busy life. We arrange our operations around your convenience.
It pays well if you invest early but costs a lot if you are late. We track markets and invest proactively to ensure you are ahead of the world with your investments.
You like to know what exactly you are getting into when you invest. We explain the product features, risks, fees in detail to achieve complete transparency.
Saving is the first step toward making money. And we ensure you save on costs and fees while investing.
Greed, fear, and investor biases affect investment returns. We invest objectively and manage risks prudently to minimize losses and maximize returns.
Chief Executive Officer
Vinit has worked in financial markets for over 25 years. Areas of his expertise are investments, currency trading, derivatives and risk management. He manages multi-asset class portfolios and equity strategies. He holds a Masters in Management Studies, a Masters in Physics and is a Certified Family Office Advisor.
Rana Bhattacharjee has worked in the financial advisory business for over 18 years in Singapore, offering portfolio management services to his clients. Rana is a CFP and CAIA charter holder.
Anuraag Gupta has worked for over 15 years in the Private Banking and Wealth Management space in India and Singapore wherein he helped clients across Asia Pacific as their trusted advisor. Anuraag holds an MBA in Finance.
Fund Manager - Venture Capital
Ashish Wadhwani has 25 years of experience in VC/PE,direct investment, M&A and Strategy consulting including with Tata Industries, Roland Berger, Deloitte and Monitor and in Entrepreneur and Investment roles across Asia. He holds a Bachelors in Technology degree and has done a MBA in Finance.
Sandeep transited into the wealth management industry after working in global corporations in Healthcare and consumer sectors for over 22 years. He advises clients and manages ETF-based multi-asset, multi-strategy portfolios. He holds a Masters in Asset & Wealth Management and a Masters in Business Administration.
James Dougall has over 25 years of wealth management experience. His areas of expertise include portfolio management, Venture Capital and equity research. He has been successfully managing sustainability/ESG-focused multi-asset ETF portfolios and Venture Capital investments as the founder of two companies. James is a CFA Charter holder, and a UK Chartered Financial Planner. He holds a Masters in Management.
Poonamm Bajaj has worked for over 14 years in the asset and wealth management space in India and Singapore wherein she helped client across Asia Pacific as a trusted investment advisor. She holds a Masters in Asset and Wealth Management and a Masters in Business Management.