We are a team of ex bankers and professionals. Having worked in top Indian corporates and international banks we were exposed to clients who faced challenges in their investment journey and hence decided to start our own venture. We support clients for their banking and financial needs.

Vision: To be looked at as a one-point contact through the financial journey of an individual and eventually share their joy in being financially secure.

Mission: To be a center and one stop solution for our customers

Values: Relationship beyond self.

We are driven by 3 T’s which form the cornerstone of our organization.

Trust, Transparency & Technology

Promoter:

Mr. Gagan Kasliwal – PGDBM (Finance & Marketing), Over 15+ years of Banking Experience with top International Banks in Wealth Management & NRI Division.

Mrs. Ashmita Kasliwal- PGDBM (Finance & Marketing), Over 10+ years of Banking Experience with top International Banks in Wealth Management & Financial Planning.