Expertise

  • Founded in Oct 2003 by Sanjay Durgan who is an alumni of Sherwood College, Nainital / graduate of Hansraj College (University of Delhi) and MBA, Philippine Christian University, Manila.
  • Namrata Durgan a commerce graduate from the University of Delhi, manages the administrative and technology functions for the company . She has more than 15 years of experience in IT, Operations, Retail, Product development and CRM initiatives.
  • Servicing clients across India.
  • Specialization in mutual funds and personal finance management for High Networth Individuals (HNI), professionals, NRIs, and family business owners
  • (CFP cm) Certified Financial Planner is a mark of excellence that certifies individuals who meet the stringent standards of education, examination, experience and ethics.

 

Integrity

  • We build trusted, long-term consulting relationships with our clients.
  • By maintaining our independence as financial managers, we keep your best interests in mind.
  • Our client-agreements clearly explain our scope of services offered to you.
  • We strictly adhere to client-confidentiality.
  • All services are transparent to clients: online access allows you to monitor and review your investment-portfolios.
  • All regulatory compliances are fully adhered to.

 

Methodology

  • We make financial transactions simple and understandable.
  • Sufficient research precedes every advice offered to you.
  • All aspects of our services are made transparent.
  • Regulations and compliances are fully followed.
  • We strictly adhere to client-confidentiality.
  • Comprehensive and fully-diversified investment-portfolios in mutual-funds are constructed in a seamless and paperless manner.

 

Alliances

  • We offer you a huge and diversified range of services, thanks to our strategic partner-affiliations. Check our Services page for more details.
  • Our alliances allow us construct a comprehensive and fully-diversified investment-portfolio in mutual-funds for you that is seamless and paperless.

 

IT-based Processes

  • Online access allows you to monitor and review your investment-portfolios.
  • Consolidated reports give you a single, holistic picture of your wealth.
  • We can construct a comprehensive and fully-diversified investment-portfolio in mutual-funds for you in a seamless, paperless manner.
  • Our systems and processes make all our services transparent to you.

 

Personalization

  • We customize our services for the unique requirements of each client.
  • All your assets in mutual-funds with outside sources can be gathered and combined by us into a single strategic plan.
  • We take care of purchasing securities; re-balancing according to your asset-allocation; and exploring investment opportunities for you.
  • A combined statement of your portfolio can be provided at regular intervals to you.
  • Online access allows you to instantly monitor and review your investment-portfolio and transaction-history.

We assist you in creating wealth,
managing money, and handling your
finance and investments.