Most investors chase momentum.
We help you invest with a plan instead.

Ashish handles investments for our entire family — myself, my father, my mother, and both my sisters, one of whom is an actuary herself and doesn’t take fund selection lightly. That’s probably the best validation I can give — when someone who works with numbers and risk for a living is comfortable trusting her own portfolio to him.

Each of us has different needs and different stages of life, but Ashish takes the time to understand that instead of running everyone through the same template. He explains the reasoning behind every recommendation, stays on top of things without us having to chase him, and has built a level of trust with my parents that honestly matters more to me than the returns.

Managing five accounts across one family, each with its own goals, isn’t simple — but it never feels chaotic from our side. That’s down to how organised and genuinely invested he is in getting it right for each of us.

Two years in, and Ashish has been exceptional. He took time to understand my risk tolerance and long-term goals, then built a diversified plan around them that has kept me steady through rough markets.

His knowledge spans mutual funds, NRI investments, and tax matters. Beyond investing, he patiently handled my NRI tax returns and bank account changes too. Regular reviews, always available, completely trustworthy.