Co-Built
Co-owned.
Community-Led.
Powering MFDs with products, knowledge, and execution along with equity ownership on the platform — all to operate like a private wealth desk..
Built by MFDs. Owned by MFDs
Get equity ownership, access to premium products, personalised advisory, and a collaborative network — all designed to help you grow and lead.
Maximize Revenue, Smartly
Convert more clients with personalized sales support — and grow margins with access to high-yield, diversified and curated products. The core idea is to help MFDs do more with every lead, every pitch, every portfolio.
Knowledge That Drives Growth
Sharpen your edge with expert-led insights, real-world training, and a community where MFD queries get solved in minutes — that helps gain trust and win business faster.
Personalised Guidance. Smarter Sales.
Get 1-on-1 advisory on client proposals, deep product insights, and practical sales coaching — tailored to help you win trust and close faster.
Our Product Stack
Curated for Scale. Designed for Simplicity.
Portfolio Management Services (PMS)
High-performance portfolios, expert-managed — made easy to access and distribute. You focus on clients, we handle the rest.
Startup Equity AIF
Give your clients access to India’s high-growth startup ecosystem — curated, compliant, and distribution-ready for MFDs.
Long/Short & Arbitrage AIF
Tap into hedge-style strategies that aim for consistent returns-fully curated and easy to distribute.
Structured Credit AIF
Unlock higher yields with curated credit opportunities — tailored for investors seeking smart, risk-adjusted fixed income alternatives.
Physical Shares to Demat
Seamlessly dematerialize old share certificates and turn dormant assets into tradable wealth — fast, secure, and hassle-free.
Unlisted Shares
Access pre-IPO opportunities in high-growth companies — curated deals for clients looking beyond the public markets.
Fixed Deposits and Bonds
Deliver reliable returns with low-risk FDs and top-rated bonds — ideal for conservative investors seeking stability and steady income.
Inheritance and Will
Help clients protect their legacy with easy, expert-backed will creation and inheritance solutions — seamlessly integrated into your advisory.
Citizenship by Investment
Offer your clients global mobility and a powerful second passport — through fast, investment-led citizenship programs.
