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We are a SEBI registered Investment Advisor with high standards of client care

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Not a single complaint has ever been filed by any investor since inception

Financial

Competition in money matters can be damaging

May 5, 2025 No Comments

Not every race is worth running — in life or in money. A childhood car ride taught Harsh a lesson he didn’t fully understand until much later in life. In Harsh' latest Truth Be Told column for Business Standard, he reflect on how the urge to compete — especially in financial matters — can quietly pull us off course. This isn’t just about investing. It’s about resisting pressure, staying the course, and focusing on your own destination.

Governments

Name based search: Key to unlocking unclaimed assets

April 21, 2025 No Comments

₹1.96 lakh crore is lying unclaimed—could some of it be yours? That’s the scale of forgotten wealth—bank deposits, insurance, EPF, mutual funds, and shares—scattered across India’s financial system (source: https://bit.ly/42RA5kI). Most heirs don’t even know what to claim, because Indian systems (except IEPF, to a very limited extent) don’t allow a simple name-based search. The true scale of the problem remains hidden. As more people become aware of this, public pressure will grow to fix the broken claim processes. A proposed Central Unclaimed Property Authority (CUPA) could finally enable name-based search—something existing regulators have been psychologically resistant to—and reveal the ...

Uncategorized

Details of Unclaimed Amounts as on 31-03-2025

April 18, 2025 No Comments

For details of the Listed shares with IEPF – Click here

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NRI Investment/Remittance/Taxation services

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Risk Management

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Retirement planning

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