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Empowering Investors to Build Sustainable Wealth
We are an advisory firm in India that combines deep expertise to deliver investment ideas you can trust.
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Our approach is grounded in a fundamental belief: wealth preservation is just as important as wealth creation. We provide investors with the professional guidance needed to make confident, informed decisions that stand the test of time.
Who Are We?
We are a team of dedicated investment enthusiasts, made up of experienced professionals in the finance industry. With a deep understanding of market dynamics and a passion for empowering investors, we combine expertise, knowledge, and a commitment to helping serious investors reach their financial goals.

Founder
Ankur Kapur, CFA, established his investment advisory practice in 2013, bringing over ten years of prior experience from leadership roles at American Express, McKinsey, and EY. He holds a postgraduate degree from the Delhi School of Economics and an undergraduate degree from Hindu College, University of Delhi. Ankur earned his Chartered Financial Analyst (CFA) designation from the CFA Institute, USA, and obtained his Certified Financial Planner (CFP) certification from FPSB India in 2014.


