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
62+
Trusting Families
9+
Client Locations
9 Cr
Portfolios Tracked
1+
Years of Market Insight

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

Expertise That Inspires Confidence
IIM, IIT, CA Rank-holders at the helm
25+ Years Financial Expertise
Global CXO-Level Expertise

Research Span & Technology
5000+ stocks scanned
1500+ mutual funds researched
25+ years of data
AI-Driven Portfolio Construction

AI-Powered Investing
Proprietary Risk Models using AI/ML
Dynamic Portfolio Rebalancing
Market Sentiment & Volatility Tracking
Automated Alerts & Decision Support

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

Expertise That Inspires Confidence
IIM, IIT, CA Rank-holders at the helm
25+ Years Financial Expertise
Global CXO-Level Expertise

Research Span & Technology
5000+ stocks scanned
1500+ mutual funds researched
25+ years of data
AI-Driven Portfolio Construction

AI-Powered Investing
Proprietary Risk Models using AI/ML
Dynamic Portfolio Rebalancing
Market Sentiment & Volatility Tracking
Automated Alerts & Decision Support
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.