ABOUT US
We cater to a diverse set of clients from salaried to business owners. Our clientele comprises of people passing through various life cycles, starting from the young and single, married couples including retirees. We have drawn several financial blueprint for clients and are therefore capable of understanding the unique requirements of each individual/ family and thereby provide appropriate consultation to enable our investors to fulfill their financial goals at the right time with right amount. We are committed for your Accumulation, Preservation and Growth of your Wealth.
We understand that each individual’s financial requirements are unique and we emphasize strongly on understanding your requirements which enables us to provide you right advice.
We also take up corporate training and investor education programmes in the area of Wealth Creation, Wealth Protection & Wealth Distribution.
The firm is promoted by Mr. Prashanth Sekhar, who has over 10 years experience in various areas encompassing financial markets, products, advice and training. Prashanth is a Fee-only Financial Advisor.
Prashanth is a certified Investment, Retirement, Tax & Estate Planning Specialist by Financial Planning Standards Board Ltd, USA, NSE certified Equity Portfolio Management professional and Qualified Personal Finance Professional(QPFP) certified by Network FP, India. Prashanth holds a Masters degree in Economics. Besides, he is an active angel investor and business adviser in multiple startups.
Prashanth is a ‘Registered Investment Adviser’ (RIA - INA200016412 ) with the ‘Securities and Exchange Board of India’ (SEBI), and he is one among the few hundred individual advisers in India and only a handful in Tamil Nadu, India, licensed to provide holistic financial advice.
OUR SERVICES
Why customers choose us
01
INTEGRITY
We uphold the highest standards of integrity and honor the commitments we make.
02
TRANSPARENCY
We value transparent relationships with our clients by making information accessible to everyone.
03
ACCOUNTABILITY
Accountability includes an obligation to make things better, to pursue excellence, and to do things in ways that further the goals of our organization.
04
UNBIASED
Although we have so many products and services we prefer to be unbiased.