About us

We are a dedicated financial advisory firm committed to enhancing the financial well-being of both individuals and corporates. Founded on a strong intellectual foundation and backed by a diverse range of products and services, our goal is to be your trusted, one-stop destination for all investment and wealth management needs — including Financial Planning, Retirement Planning, and Wealth Creation.

Our approach is structured, disciplined, and client-centric. Rather than simply offering financial products, we focus on crafting comprehensive, tailored solutions that align with your life goals and financial milestones.

Integrity, transparency, and your best interest are at the core of everything we do. We are driven by the philosophy of partnership — not sales — and strive to build long-term relationships rooted in trust and performance.

Founder:

Peeyush Kumar, Chartered Accountant and commerce graduate from the prestigious Shri Ram College of Commerce, Delhi University, founded this firm with the vision of helping investors in creating wealth. He has previously worked with Deloitte Haskins & Sells and has been active in the financial markets since last 15 years. In 2022, he became SEBI registered Investment Adviser and founded this firm with the objective of using his vast financial knowledge and professional experience for helping people achieve their dreams and goals by planning and managing their investments effectively.