We offer customized algorithm-based investment portfolios to help you achieve your financial ambitions within your comfort level.
SEBI Registered Investment Advisor
6-year track record of outperformance
+₹30 crores Assets Under Management
A genius who loses control of their emotions can be a financial disaster. The opposite is also true. Ordinary folks with no financial education can be wealthy if they have a handful of behavioural skills that have nothing to do with formal measures of intelligence
Intelligent Investing Made Easy
We adopt a methodical and sensible approach while acting as a credible partner to our clients.
Research Driven and Disciplined Investing that Avoids Human Biases
Investment Portfolios that balance your objective and constraints
Our clients' interests come before our own
Controlled by You
Stay informed with total transparency, remain in control of your account without lock-ins
Professionalism and care
Through Diligent advice and constant oversight, we aim to optimize your investment performance with the utmost care
Simplified onboarding, minimal interventions, clear reporting and direct support to make it easy for you
Wide Roster of Investment Strategies
Our strategy range is extensive, catering to investment size, market preferences, asset classes, risk profile, investment style, and ethical standards. We offer both time-tested approaches and cutting-edge innovations fresh from our lab.
Disclaimer. Past performance is not indicative of future returns. Performance data, including simulated or live account results, may not accurately reflect actual trading outcomes and should be interpreted with caution. See more
Crafted to Fit Your Unique Needs
No matter who you are or what you are looking for, we have Investment solutions that resonate with your individual journey.
Strategies across Investment tiers: From modest sums of ₹ 5,000 to substantial amounts exceeding ₹ 5 Crores
We provide our services to Indian Residents and Non- Residents
We streamline setting up accounts for individuals, firms, corporates and trusts
Investment portfolios aligned with your objective such as capital appreciation or income generation
Portfolios across the spectrum from aggressive to conservative risk appetites
From beginners taking their first steps to seasoned investors seeking specific exposure
Minimum Effort From You
We strive to make things easy and simple for you
Seamless and quick online account opening or less painful offline process
Few Clicks a Month
To authorize trades
Transparent and Easy to Understand
Reach out and we’ll get back as soon as possible
% of Assets under Management (AUM) Fee Model
0.9% Annual Investment Advisory Feeon the average daily portfolio value throughout a calendar year + 18% GST
For the Investment Advisory Fee Choose Your Preferred Billing Frequency
Monthly BillingBilled every month
(0.9%*(30 days/365 days))
on the average daily portfolio value for the past month
+ 18% GST
Quarterly BillingBilled every quarter
on the average daily portfolio value over the past three months.
+ 18% GST
Yearly BillingBilled every year
(0.900%*(365 days/365 days))
on the average daily portfolio value over the past calendar year.
+ 18% GST
In addition, we charge a one-time initial fee of ₹ 500 + GST at the time of setting up an account.
Get Started in a Few Minutes
Help us understand your priorities and circumstances
Choose our recommended strategy or your preferred one.
Complete Other Formalities
Complete KYC and sign the investment agreement.
Connect your Zerodha account.
Fund your account and place trades.
What our Clients Say About us
Frequently Asked Questions