Secure your Financial Future

Partner with us

Is your financial advisor / consultant / planner…

  • Solution provider or a product seller?
  • A Financial Agent calling himself as financial consultant?
  • Giving free advice which is actually junk advice?
  • Doing a systematic review of your plans?
  • Accountable for the advice?
  • Staying with your plans or job hops for better prospects?
  • And above all, regulated, knowledgeable, qualified, experienced and ethical??

We welcome you for a whole new experience in financial planning and advice. Explore the links to know more about us and how we could make the DIFFERENCE in your financial life. Enjoy!!

Number of Complaints * (as on 30-June-2024)

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Not applicable

* Displaying SEBI registered complaints as per latest SEBI guideline

Investor Charter
Refer to our Investor Charter as prescribed by SEBI. It contains details of compliance followed for investors. Also, Investment advisors and Investors' rights, duties and responsibilities. Click here to know more

partnering your financial success