Our Ideal Customers

Willingness to grow & progress

We work with clients who have a strong desire to grow and progress, actively seeking opportunities for personal and professional development. Their commitment to continuous improvement drives meaningful collaboration and achieves life goals.

Long term vision

We work with clients who have a long term vision for themselves and who understand that wealth creation takes time. If you are someone who wants results on day 1 or with short time, we are not the right match.

Committed

We work with clients who are really focused & committed to their financial goals and being wealthy If you keep disturbing your wealth creation process for short term temptations, we might not be a right match

Coachable & Friendly

We don't need just a client, but rather a friend with whom we can work constantly over many years. We want to make sure it's a professional, yet friendly and quality relationship with you to enjoy our journey together Kindly be open to suggestions and stick to your goals.

Process oriented

We work with clients who appreciate the processes, systems and its role in creating results.

Minimum Ticket Size

To make sure that we can provide continuous services and support ever long term. We take clients with a minimum ticket size of SIP Rs. 50,000 per month or Lumpsum: Rs. 20 Lacs *we can make some exceptions on ticket size given a client profile, so don't forget to check about it

Demographic Qualities

  • 01. HNW senior corporate executives and NRIs.
  • 02. Range in age from 35+
  • 03. Annual Income Rs. 1500000+
  • 04. Have investible assets of Rs.2500000
  • 05. We are able to take on clients outside this range depending upon their unique situation

7 Things which help clients move to the next level

  • 01. Spend Quality time with family.
  • 02. Spend time joyfully on good habits (Reading, Travelling, Meeting people, etc...)
  • 03. Focus on Health (Diet, Exercise, Meditation. etc...)
  • 04. Focus on earning and maintain academic interest.
  • 05. Take Guidance of a right Mentor/Coach to improve your well-being.
  • 06. Make sure your investment are goal focused with "Realistic Return" expectation.
  • 07. Have a Simple, Quality and clean portfolio.

Our clients like working with us

  • We add “Peace of Mind and Value” to their life
  • We save their time.
  • We are accessible and responsive
  • We have expertise.
  • We take a holistic approach and ensure that their goals are achieved