A decade in the markets · India · UAE · Malaysia
Compounding,
engineered.
Good investing is arithmetic first, advice second. We find the PMS managers that fit your goals, watch them closely, and tell you plainly when it’s time to move.
Built for
HNIs
NRIs
Founders
Salaried professionals
The choice problem
How we narrow it down
01Screen the numbersLong-run returns, worst-case falls, concentration and how much the manager trades.
02Check the peopleThe process behind the returns, and how the manager behaved in the last two market falls.
03Match it to youYour goals, risk appetite and time frame decide the final one or two — not a ranking table.
Today, there are 400+ PMS providers offering 5,000+ investment strategies and schemes. While having more choices is beneficial, identifying the right fund manager for your specific investment objectives has become increasingly challenging.
Style driftHidden concentrationPeer-relative underperformanceExit timing
3yrs
Building PMS portfolios for clients
10+ yrs
In the markets through full cycles
3countries
Clients in India, the UAE and Malaysia
07practices
Growth, income and protection on one desk
Client voices
Relationships measured in years, not quarters.
Client · 5+ years
Perceptive to clients' needs and accurate in his market reads, economically and psychologically. His tenacity and selflessness are why I expect him to carve a real niche in wealth management.
Client · Dubai
The strategic insight has been instrumental in navigating the complexities of the markets. Clear explanations, real professionalism, and support that has consistently exceeded what I expected.
Client · 3+ years
I understand equity markets reasonably well, and the guidance has still been unbiased and genuinely useful — thorough, enthusiastic and completely agenda-free.
Client · 4+ years
Always working in the client's interest to the best of his ability. Reliable, always trying to do better — that comfort is why we keep adding to our investments through him.
Book a slot
Thirty minutes. Your numbers.
Bring what you own today and one goal you are unsure about. You will leave knowing what to fix first — whether or not you work with us.
30 minutesA check-up, not a pitchVideo or phone
Introductory call30 minutes · video or phone
01What you own today, and what it is really costing you.02The one goal you are unsure about.03What we would fix first — whether or not you work with us.
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