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Since 1985, we have been dedicated to helping over 1000 families achieve their financial goals, fund their education, and maintain a healthy financial life.

Our Mission

Our mission is to spread financial literacy and empower our clients with the knowledge they need to make informed investment decisions. As a third-generation proprietary firm, we are committed to adding value to our clients' lives through transparent, trustworthy, and personalized financial planning.

Our Journey

A Legacy of Integrity and Growth

  • 1985: Founded as an Sub-IPO broker and equity sub broker.
  • Early 2000s: Shifted focus to educating clients about the benefits of compounding through mutual funds.
  • 2010: Reached 50 crore+ assets under management (AUM).
  • 2015: Achieved 100 crore AUM.
  • 2024: Proudly managing over 200 crore AUM.

Throughout our journey, we have consistently provided sound advice, even during challenging market conditions. Our commitment to integrity sometimes meant making tough decisions and losing clients, but we never compromised on our principles. Our clients recognized the value of our guidance, leading to significant growth in AUM and client trust.

Diverse Investment Solutions

Adapting to New Opportunities, we expanded our offerings to include diverse investment products tailored for younger clients. Our portfolio now includes investments in:

Meet Our Leadership

Guided by Visionaries

CEO Sandeep Gandhi (CFP): Spearheading our company with a modern approach and expanding our clientele globally, with touchpoints in Bangalore and Pune.

Mentor Indrakant Gandhi: At 89, his unwavering vision and guidance continue to inspire us. His leadership has been instrumental in our success.

Our Principles

Transparency

We ensure our clients are fully aware of their investment choices and never keep them in the dark.

Integrity

Client confidentiality is paramount. We never disclose client information or use it for any other purpose.

Personalized Service

We provide customized financial advice and solutions tailored to each client's unique needs and goals.

Global Reach

Our services have garnered the trust of clients from around the world, including the USA, UK, Australia, Canada, and several European countries. We are proud to have a diverse and satisfied client base that values our expertise and dedication.

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