Our foundation was laid in 1988 Mr. Dhiraj Mittal, a Chartered Accountant and Certified Financial Planner, to enable investors to maximize their wealth.

To understand why we are the best people to assist you in achieving your goals, it is important to understand the background of our industry. Unfortunately, our industry does not have a great reputation for acting in the best interest of clients. Through decades of collective experience, we have concluded that the industry simply has not evolved.

Distributors continue to be focused on minimizing the amount of work required to assist their clients and recommending strategies that are of lowest risk to their businesses, rather than in the best interests of their clients. In our view, most distributors seek to make things more complicated for their clients, rather than simplifying them, to increase their importance.