Over three decades of expertise and trust
130+
Crore AUM
30+
Years in markets
AMFI
Registered
We are a wealth management firm led by Mr. Nilesh C Shah. With over thirty years of experience, he has guided investors across instruments like mutual funds, PMS, and P2P lending.
Our guiding force is rooted in transparency, knowledge, and a relentless drive to do what’s right.
“We believe that the right investment at the right time can change lives”.
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Pooled investment managed by experts for goal-based wealth creation.
Alternative investing to build a steady income and portfolio diversification.
Decades of market cycles, client needs, and practical learning applied to every recommendation.
Investments aligned with your goals like education, retirement, wealth building, income, etc.
From KYC to execution to tracking and rebalancing. Our process is robust and structured.
We aim to empower generations with financial wisdom instead of completing the targets.
We begin with a clear discussion of your needs, risk level, and future plans.
A structured assessment to identify whether you’re conservative, moderate, or aggressive.
Custom portfolio designed with the right mix of instruments and expected outcomes.
We track, review, and rebalance; ensuring your money keeps working with discipline.
When markets shift or your life goals evolve, we rebalance your investments.
We review your portfolio periodically to keep it aligned with your life goals and market conditions.