Explore Our Services
PRESERVE YOUR WEALTH
Sustain your purchasing power WITHOUT worrying about inflation
TRANSFER YOUR WEALTH
Secure your family’s wealth with diligent assistance for a hassle-free transfer
PROTECT YOUR FUTURE
SAFEGUARD your family’s lifestyle, interests, and dreams
Trust the North Star to Guide you Home
Get. Set. Sail…
towards Financial Freedom
We love to listen. That’s our little secret to understand and engage with
your finances in a personalized, need-based way, to help you stay the course.
Cruise ahead with Confidence!
Smooth sailing. That’s our promise, and we deliver it with the 4Cs.
Clarity
Be clear and assured with our research-backed investment decisions
Competency
Meet your financial goals with our deep domain knowledge and expertise
Consistency
Expect perfect service and support for investment processes, at every step
Continuity
Experience a long-term, customer-centric engagement with our team
Key Highlights
10+
Years of proven track record of excellence
20+
Cities of global client footprint
35+
Tie ups with fInancial institutions and products
50+
Years of combined financial experience
300+
Happy families who trust us with their wealth
₹500+ Cr
Assets under our distribution
As a Global citizen, take advantage of the huge India opportunity
We anchor the Indian investments of over
50 NRI families across the world.
Client Testimonials
Prasanna and Venkat embody the best combination of professionalism and personal touch.
Their knowledge is exceptional, their aim is to help and their attitude is ever friendly. Since they started helping me, all I need to do is earn the money, and they take care of investments, multiplying the money and helping us achieve our far-fetched financial dreams.
Anand Narayanan
Chief Marketing and HR Officer
Beroe Inc
They have created a niche of their own in this space of portfolio management.
They guide us clearly according to the needs and risk appetite and don’t get carried away by the vagaries of the market and have a sound and logical head.
Manickam Srinivasan
Senior Vice President
First Abu Dhabi Bank, Abu Dhabi
Their ‘Client First’ approach has been instrumental in planning, executing and achieving my financial goals.
They go beyond just suggesting the right avenues to invest in, by understanding your goals & liabilities, and ensuring that you follow a structured and customized investment approach. Always approachable for urgent needs and proactive with timely market updates, and hassle-free investment execution.
Jagdish Unni
Vice President
Symphony AI, Mumbai
They are experts in the field and curate investment plans to meet my personal needs.
Over the years, I’ve realised that it’s not just important to earn right but is most important to invest right.
Shobana Ganesan
Director – Personal & Business Banking Operations
Barclays Bank, Chennai
They understand the millennial mindset! The portfolio they created made our dreams into reality quickly!
We always get honest, objective and direct advice with in-depth insights of different products and their role towards our goals. As a family we now have a better understanding of our cash flow with increased clarity in approaching big financial decisions.
Srinath Rangamani
Head of Design
Swiggy, Bangalore
I now have overall surety that my portfolio is poised to gain everytime the market turns favourable.
My portfolio has been in safe hands for 5+ years and I’ve been impressed with their calmness & patience while navigating turbulent phases. I’m always assured of asset allocation wrt financial goals, rationale for product choices, and timelypruning of non-performing investments.
Shekhar Dutta
Chief Operating Officer
Weddingz.in at OYO, Gurgaon
I’ve had a delightful experience with them for the past 6 years.
Their expert knowledge helped me select the right funds
based on my goal and tenure. Their operational services are very helpful and their internal portal helps me deep dive and get a slice & dice view of my portfolios, to track my progress towards goals easily.
Arumugam Agastheswaran
Associate Director
Standard Chartered Bank, New York
Very thankful to them for educating us on the importance of investment objectives, goal setting and planning to achieve our dreams.
Their deep understanding in mutual funds ensures that
they always answer all our queries patiently. Our conversations are always informative and filled with trust. Thank you very much for being so supportive.
Prateek Yadav
Software Engineer
Nokia Corporation, Canada
The expertise and attention to detail with which they have handled our financial affairs are faultless.
We would like to express our thanks for all your good work over the past few years. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning has ensured we are on the right track towards our journey on wealth creation.
Lakshmikanth Jaganmohan
Director – Operations
HCL State Street, Chennai
Exceptional services and interactions with particular attention
And specific to my long and short term financial needs and security.
Colonel K.Haridas
Retiree
Indian Defense Services, Kochi