If you’ve made your way to this page, it means you’re interested not just in what we do and what that means for you, but also in who we are, what our venture means to us, and what we stand for. That’s a great start in building strong relationships.

Sunil Ottur ( Director )

 

Well we are a boutique Wealth management company founded by Sunil Ottur, who has more than 12 years of experience in Investment products & Wealth management.  Our goal is to serve customers based on their needs with simple, easy to understand and time tested products.  We firmly believe that our success comes only when we are able to help you achieve your financial goals.  

Our work has been appreciated by many of the clients who have been associated in the last 12 years. Please refer testimonials in the home page.

Our mission is to help clients create wealth to face the major events in life like Children Education, Marriage, Starting own business, Retirement etc by prudent financial planning & tracking of investments.