OUR TEAM

team
Rashid Khan

Mr Rashid Khan is an MBA (Finance) from University of Mumbai having 12 years of vast experience in Stock Broking and Asset Management Company including Kotak Securities ltd, ICICI Pru AMC, Kotak Mutual Fund, LIC Mutual Fund and UTI Mutual Fund. He is specialised in Equity Research, Mutual Fund Distribution and Retirement Planning.

team
Zaid Khan

Web Developer (Backend)
Marketing & Operations

team
Salvia D'souza

Web Developer (Frontend)
Social Content Manager

VALUES

Investor Centric: We genuinely care, we put our clients at the centre of everything we do.

Integrity: We apply ethics and integrity to everything we do.

Transparency: We communicate in a clear and transparent way. Everything we do is visible in our client login portal.

Empowerment: We are inclusive and empower people through wealth creation.

Values

VISION

"To be the most preferred and transparent Investment Services Company, providing access to personalized financial solutions for every individual. Our aim is to empower clients with the knowledge and tools needed to make informed decisions, offering innovative, secure, and flexible investment options that cater to diverse financial goals.

We strive to build long-lasting relationships based on trust, integrity, and a commitment to excellence, ensuring that our clients can confidently pursue financial independence and future growth."

Vision