Equity Investment Advisory - The Copilot in your Financial Journey

Maximising Your Wealth with Expertise and Integrity

We offer  equity investment advisory services focusing on maximising returns through a blend of experiential wisdom and modern analytics. Our expert team leverages data science and decades of market experience to identify the best stocks and mutual funds, aiming to safeguard and grow your investments efficiently.  



How Our Equity Advisory Benefits You

Expertise and Experience

Our experienced professionals use comprehensive research & machine learning algorithms to select optimal equity portfolios

Transparent Model

We operate with full transparency, ensuring no hidden fees or commissions affect your investment growth

Roots and Wings Philosophy

Our proven investment philosophy combines preserving wealth with identifying growth opportunities

Rigorous Analysis

Each stock or mutual fund is selected through a detailed analysis, focusing on long-term value creation

Personalised Advisory

Tailored investment strategies that match your financial goals and risk appetite, ensuring personalised service

Continuous Monitoring

Regular portfolio reviews and adjustments to keep your investments aligned with market dynamics and your objectives

Investment Advisory Services Offered

Expert Equity Guidance

Utilizing our Roots & Wings philosophy, we meticulously select stocks to balance wealth preservation with growth. Our advisory is backed by extensive research and advanced analytics, ensuring your portfolio is positioned for success

Comprehensive Mutual Fund Analysis

Our unique 3-Lens QCR Methodology evaluates mutual funds for optimal selection and ongoing performance, ensuring your investments work harder for you

How Our Unique Approach Can Help You Build Wealth

Data-Driven Selection

Precise stock selection backed by data science to maximie investment returns.

Holistic Risk Management

Safeguarding your portfolio against market volatility with proven risk mitigation strategies.


Regular Portfolio Review

Ensuring optimal performance through continuous monitoring and rebalancing.

Transparent Operations

Our commitment to transparency means no hidden fees or surprises.

Fiduciary Responsibility

Registered with SEBI, our interests are aligned with yours for unbiased advice.

Customer-Centric Service

Responsive and friendly support for all your investment queries and needs.


Benefits of Choosing Us

Expert Advisory

Gain from our deep market knowledge and data-driven strategies.

Tailored Strategies

Personalised investment solutions designed to meet your unique financial goals

Wealth Protection

Our risk management focuses on protecting your wealth from unexpected market movements.

Success Alignment

Our value system focuses on your success, ensuring wealth creation without unnecessary risks.

Frequently Asked Questions

What makes your equity advisory unique?

Our integration of deep market knowledge with advanced data analytics ensures a higher precision in stock selection, aiming for both wealth preservation and growth

How often do you review investment portfolios?

Our team conducts regular reviews to ensure portfolios remain aligned with changing  market dynamics and personal financial goals, adjusting strategies as necessary for optimal performance.

Can you help reduce investment risks?

Yes, our rigorous risk mitigation strategies are designed to protect your investments from significant downturns, ensuring more stable and predictable growth.

Are there any hidden fees with your service?

Absolutely not. Our operations are transparent, with all costs clearly communicated upfront

How personalised are your investment advisory services?

We pride ourselves on tailoring our advisory services to match individual client goals and risk tolerance, ensuring a personalized investment experience

What is your investment philosophy?

Our Roots & Wings philosophy balances the need for wealth preservation with the desire for growth, utilizing both traditional wisdom and modern analytics for comprehensive financial planning

Request for a call back from our Investment Expert

As Featured In

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

Non Individual

SEBI Registered Investment Advisor

Non Individual

GoI DIPP Registered

BSE Membership


GoI DIPP Registered

AMFI Member


What Our Clients Say

Complaint Data Of RIA

Number of complaints (As of 30th June 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 4 Years

Sr. No. Financial Year Compliance Audit Status Remarks If Any
1 FY 2023-2024 Conducted
2 FY 2022-2023 Conducted
3 FY 2021-2022 Conducted
4 FY 2020-2021 Conducted

For Complaint data of RIA – INA200015583, click here

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