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.
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Our Mission is to provide unbiased investment advice to the Indian families with tools that were hitherto available to sophisticated investors.
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Our Belief is access to professional advise will improve the ability of Indian families to achieve their financial goals.
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Our Approach is to simplify investments that enables families to understand their finances better and stay invested longer.
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Our Process is end-to-end advisory from risk profiling to financial planning to recommending investment choices and periodical review.
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Let us be your trusted partner on the path to financial prosperity.
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Let's navigate together.
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About Us
Our Team
Vijayanand Venkataraman, CFA
Founder & Principal Officer
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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.
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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.
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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.