About Us
INTRODUCTION OF US
Profits are temporary. Legacies are forever.
We want to be remembered for adding substantial value to our clients’ lives. Which is why, we cultivate lasting relationships, and support our clients at every stage of their wealth-building journey. Most of our clients start off with their individual portfolios, but soon entrust us with their family’s investments too. And it is this trust that drives our unwavering commitment, and urges us to go beyond the call of duty to cater to their needs.
For mutual fund portfolio holders, we don’t charge a management fee. Our fee comes from the fund houses.
We are risk-averse investors ourselves, and that approach transcends to our clients’ investments as well - which is to say that we are willing to settle for slightly lower profits, but refuse to accept any kind of capital erosion.
We believe in complete transparency, which means we set realistic expectations with our clients, and keep them in the loop on a regular basis. Our client portal also allows investors to track their portfolios at their convenience, no matter where they are.
OUR LEADERSHIP TEAM
Founder Director
Anish Vora
Anish is a Certified Financial Planner (CFPCM) and Chartered Wealth Manager (CWM) who hails from Mumbai, India. He holds a knack for understanding the modern investor, and uses his inimitable vision and steadfast zeal to deliver beyond their expectations.
Co-founder & Partner
Sudhir Vora
Sudhir has spearheaded a successful practice for over 30 years, working closely with HNIs and NRIs to deliver to their unique needs and expectations. A Chartered Accountant (FCA) by profession, Sudhir comes with a rich knowledge of business and finance, and his vast experience of managing clients and their financial needs.