About Us

We provide independent advisory services in the area of financial management including financial planning, cash flow management, retirement planning, estate planning, tax and investment management.

We research the market place for wealth optimization opportunities, risks, etc., and we develop for each of our valued clients a financial strategy solution required in the journey towards achieving financial independence.

The services we offer are strictly independent in nature & are also personalized to each individual's needs using information gleaned from the client's financial health, our financial management capabilities, best practices, developments in the market place and the relevant legal framework.

Our managing director who is a Chartered Accountant and a also a Chartered Stockbroker has had wide and extensive experiences in Finance, investment management, stockbroking services, pension fund management, accounting, auditing and human resources spanning a period of over 30 years across different industries.