15+ Years Combined Advisory Experience
Our leadership team has navigated bull and bear markets, covid disruptions, and interest-rate swings with client portfolios intact.
SEBI Registered, Fee-Only Mindset
We operate with fiduciary accountability—recommendations are free from distributor incentives or product pushes.
Multi-Disciplinary Bench
Access planners, analysts, tax partners, and estate specialists through a single relationship manager.
Leadership You Can Call Anytime
Every client works with a dedicated advisor backed by an agile research and operations squad.
S.S. Ramsunder
Founder & Principal Advisor
SEBI-registered advisor with 12+ years guiding families through market cycles. Specialises in retirement readiness, asset allocation, and behavioural coaching.
Focus Areas
- •Retirement architecture
- •Behavioural finance
- •Goal planning workshops
Nithyashree
Head of Research & Analytics
Former mutual fund analyst who now leads our fund screenings, market commentaries, and quarterly model portfolio refresh.
Focus Areas
- •Fund due diligence
- •Factor investing research
- •Risk monitoring dashboards
Thara
Client Experience Lead
Ensures every family enjoys concierge-grade support—from onboarding paperwork to execution follow through and review scheduling.
Focus Areas
- •Lifecycle communication
- •Operations & compliance
- •NRI client onboarding
Support Beyond the Core Team
We partner with registered valuers, tax specialists, estate planners, and legal experts to deliver end-to-end solutions when life moments demand it.
Think of us as your financial quarterback—coordinating specialists, documentation, and timelines so you experience seamless execution.