Family office

Estate planning is history ! We work to plan your legacy that shall last several generations to come. From M&A to inheritance planning and from pre-nup to alimony.

Unlisted Securities

Like you, we too have felt rejected after every IPO allocation. We took it seriously and decided to be a step ahead ! Talk to us for our curated list of IPO bound stocks.

Wealth Preservation

Even Idiots make money, but only wise men keep it. Talk to us for the right asset allocation and risk management strategies.

Fixed Income

Capital Markets will not be always charitable, but Bonds, Gilts, T-Bills, AAAA corporate debt and Sovereign Govt bonds are mostly charitable.

“Honesty is a very expensive gift. Don’t expect it from cheap people.” –  WARREN BUFFETT

As Value investors, we hold “TRUST” as the most valuable asset class that there is !

Three school friends with a passion for capital markets and over 50 years of industry experience combined, decided to replicate our personal success for clients. Our effectiveness lies in asset allocation that resonates with our client’s risk appetite. Our solutions are broad-based and encompasses all asset classes from fixed income, unlisted & listed equities to PE investments and advisory on M&A

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An Idea ahead of its time, makes Billions !
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We’ve learnt from enough mistakes, so that you need not.

How can we help you

77
Cr

AUM

57
+

Happy Clients

75
+

Partner Empanelments

5

Countries

The Key People

Jaiganesh Iyer

Founder

Pre-IPO | PE | Fixed Income

Rajan Ramachandran

Director

MF | Insurance

Mohan Ramalingam

Director

Listed Equities | Institutional

54F, NO.910, 9TH FL, PALM BlOCK, ALLIANCE ORCHID SPRINGS,WATER CANAL ROAD, KORATTUR, CHENNAI – 600076

Global Presence

  • INDIA
  • UAE
  • CANADA