TRUST & TRANSPARENCY
DIY Mutual Funds
Wealth Plan Platinum
VENKATESH T.K, Founder
We understand every client’s needs are unique and we leverage technology with human touch to plan your finance. For us technology is an enabler to provide world class services to our clients. Our platform provides you tools to do comprehensive financial planning and not just investment management. We provide every client need based researched backed solutions.
The right place to put in your money is in the right perspective. We guide our clients to be proactive and to focus on achieving financial goals. As a client you have complete control on your cash flows alone and nothing else. Markets will be unpredictable, insulate yourself from unwanted noise. Our platform offers you tools to focus on your financial goals.
We assist clients in wealth management program from accumulation phase, to preservation phase to distribution phase starting from creating financial plan, managing portfolio and transfer of assets through estate planning services.