We are an independent boutique wealth management firm. It is by design that our client-to-advisor ratio is half that of large service providers, enabling us to provide high level of attention to our client families. During the last 17 years, we have grown manifold both as a team and as a business. We take pride in being recognized by our clients and industry peers as a firm with high standards of integrity and ethics. Today we are counted among the top IFIs (Independent Financial Intermediaries) in the country. We are the only All-Women team in the field of Financial Services in India. UTI CNBC TV18 Financial Advisors Award Best Performing Individual Financial Advisor Award (Mega Cities-North), 2018 -19 Best Performing Individual Financial Advisor Award (Mega Cities-North), 2017-18 Best Performing Individual Financial Advisor Award (Mega Cities-North), 2014-15 Best Performing Individual Financial Advisor Award (Women), 2013-14 Best Performing Individual Financial Advisor Award (National), 2012-13 Best Performing Individual Financial Advisor Award (Mega Cities - North), 2012-13 Think Big Award – 2019 Think Big Award - 2014