HOLISTIC  PORTFOLIO MANAGERS &  Investment Advisors 

Discover Financial Freedom With
Our Comprehensive Wealth Management Service

Portfolio Management & Investment Advisory by experts and machine learning algorithms for longterm wealth creation.

ETHICAL INVESTMENT MANAGERS & WEALTH ADVISORS

AS FEATURED IN




Our Equity Portfolios Are Different

Think Outside the Index

Think Outside the Index

Portfolio picks from stocks in top 350 companies giving potential for higher growth.

Not Highly Concentrated

Not Highly Concentrated

We reduce risk by suitable diversification across sectors and stocks.

Not Over Diversified

Not Over Diversified

Unlike many funds, we reduce excessive diversification to enable better growth.


Resilient

Resilient

We test for low drawdown and faster recovery to make portfolios robust.

Timely Churn

Timely Churn

Stocks that don't make the cut are clinically removed without emotion.

Dynamic Rebalancing

Dynamic Rebalancing

Allocation and prompt rebalancing help keep portfolio growth steady.


Investment Analysis Based on our Roots & Wings Investment Philosophy

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You can rely on us


ISO 9001 Certified

ISO 9001 Certified

Quality Management System







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ISO 27001 Certified

ISO 27001 Certified

Information Security Management System







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GoI DIPP Registered

GoI DIPP Registered

Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India






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SEBI Registered Investment Advisors

SEBI Registered
Portfolio Manager

INP000007881
Non Individual

SEBI Registered Investment Advisor

INA200015583
Non Individual


GoI DIPP Registered

BSE Membership

52605



GoI DIPP Registered

AMFI Member

112310

TESTIMONIALS

What Our Clients Say





Complaint Data Of PMS

Number of complaints (As of 31st May 2024)*

At the beginning of the month Pending at the end of last month Received during the month Resolved during the month Pending at the end of the month Reasons for pendency
0 0 0 0 0 -

Number Of Complaints For The Last Year

At the beginning of the year Pending at the end of year Received during the year Resolved during the year Pending at the end of the year Reasons for pendency
0 0 0 0 0 -

Complaints Data for the Last 3 Years

Sr. No. Financial Year Compliance Audit Status Remarks If Any
1 FY 2023-2024 Conducted




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