Your trusted wealth partner
We manage your portfolio so you can focus on what matters to you.
Team of 7
A focused boutique wealth management firm
2 CR - 5 CR
Disciplined entry threshold to safeguard advisor bandwidth
Serving 85 families
Across Jaipur, Mumbai, Delhi, Surat
What our clients say
Prateek Kuhad, Artist
“Arjun is incredibly dependable—someone you can trust blindly with your financial future. What stands out is his unwavering commitment to high standards, both for himself and his clients.”
Nishit Gupta, Co-founder & Director, Kalki
“They really take the time to understand what we need and help us make complex financial decisions with confidence.”
Mriganka Mehrotra, RM Kotak Bank, Corporate Banking
“…their constant attention and regular reviews have been of great help!”
Our services
Listed investments
· AIFs
· PMS
· Mutual funds
· Bonds
Unlisted investments
· Private equity
· Venture capital
· Private credit funds
· Unlisted stocks
Global investments
· Funds
· ETFs
· Stocks
Protection planning
· Insurances
Art advisory
· Private viewings
· Auction strategy
· Art valuation
Succession planning
“We work closely with you and your family to understand your values, goals, and risk tolerance, resulting in a purpose-driven approach to growing wealth.”
Arjun Tandon, CFA
Managing partner
Our process
We constantly monitor exposures and asset allocations, reassess your portfolio based on economic trends and keep you informed through scheduled portfolio reviews.
