Grow & Protect Wealth. Through Scientific Investment Strategies.
Join 10,000+ families who trust our independent research-backed approach to achieve their financial goals.
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Trust is the Only Currency We Pursue
129+
Families Trusting Us
62+
Stocks Analyzed
1+
Years of Data
9+
Client Locations
Our Core Values
Client first- 100% transparent
- 0 conflict of interest
- No hidden fee
Clients Who Trust Us
- 10,000+ families
- Empanelled at Large Corporates
- Clients from 1000+ locations
Management Profile
- IIM, IIT, CA Ranker background
- Decades of Experience
- Global & Diverse Industry exposure
Research Span & Technology
- 5000+ stocks scanned
- 1500+ mutual funds researched
- 25+ years of data
- AI-Driven Portfolio Construction
Technology Powered Solutions
- Generative AI research
- Machine Learning algorithms
- Real-time market analysis
- Automated risk management
Our Core Values
- Client first
- 100% transparent
- 0 conflict of interest
- No hidden fee
Clients Who Trust Us
- 10,000+ families
- Empanelled at Large Corporates
- Clients from 1000+ locations
Management Profile
- IIM, IIT, CA Ranker background
- Decades of Experience
- Global & Diverse Industry exposure
Research Span & Technology
- 5000+ stocks scanned
- 1500+ mutual funds researched
- 25+ years of data
- AI-Driven Portfolio Construction
Technology Powered Solutions
- Generative AI research
- Machine Learning algorithms
- Real-time market analysis
- Automated risk management
Gain Peace of Mind With Our Proven Strategies
FOCUSED EQUITY
Better alpha with quality
Roots & Wings Investment Philosophy
Three Lens Framework
DYNAMIC SAFETY
Harvest gains for cashflows
LSG framework for asset allocation
Rebalancing periodically for safety
ALTERNATES
Boost risk adjusted return
Active Momentum
Hedging for crash protection
AIFs, REITs, InvIT
Analyse & Improve Your Current Portfolio
Evaluate your portfolio against market benchmarks
Compare your investments with established market indices like Nifty 50 TRI
Check your portfolio for risk and diversification
Get detailed analysis of your portfolio's risk metrics and diversification status across market caps
Get expert guidance through a personal consultation
Schedule a 1-on-1 call with our investment experts to discuss your portfolio strategy
Start a Goal Based Investment
OmniMax Benefits
Smart Goal Planning Tool
OmniMax Benefits
Smart Goal Planning Tool
Set financial goals that truly matter
Prioritize investments based on your life goals like buying a house, child education, or retirement.
Get personalized investment strategy
Our algorithms craft a goal-based strategy tailored to your timeline and risk tolerance.
Track progress & stay on course
Easily monitor your journey and make timely adjustments with expert assistance.