Why Us?
Unbiased Advice
Rigorous Process
Investment Selection based on Data
Robust Asset Allocation
Optimal Portfolio to match your risk
We are a SEBI Registered Investment Advisor based in Chennai, India. We are a team of professionals, providing tailored solutions based on your risk tolerance to help you achieve financial success.
Our Mission is to provide unbiased investment advice to the Indian families with tools that were hitherto available to sophisticated investors.
Our Belief is access to professional advise will improve the ability of Indian families to achieve their financial goals.
Our Approach is to simplify investments that enables families to understand their finances better and stay invested longer.
Our Process is end-to-end advisory from risk profiling to financial planning to recommending investment choices and periodical review.
Let us be your trusted partner on the path to financial prosperity.
Let's navigate together.
About Us
Our Team
Vijayanand Venkataraman, CFA
Founder & Principal Officer
Vijay is a believer that technology should be helpful to every family in improving their economic condition and tools available to sophisticated investors should be made available to the family next door.
He previously managed money of global alternative investment firms (Pacific Alliance Group and DB Zwirn & Co) and was based out of Hong Kong. Prior to that he was with Ernst & Young, advising large Indian corporate houses on their M&A transactions, an early team member at Asset Reconstruction Company India Limited (ARCIL) and IDBI where among other things, he worked on teams advising Government of India on public policy.
Vijay holds an MBA from BIM Trichy and a Master is Financial Mathematics from University of Chicago. A seasoned practitioner of the ancient Japanese art of Tsundoku, he is an active Volunteer with the CFA Society India.