Grow your wealth, with personalized financial and investments advice.

Trusted Partner in your journey to wealth creation

No commissions and no conflict of interest - we represent you and work for you – our commitment is long term...!

Comprehensive Financial Planning and advice

Get 360° view of your finances and plan for all your financial goals in life.

Portfolio construction and advice

Access customized multi-asset portfolios that are diversified and long term oriented.

Portfolio Reviews and Rebalancing

Navigate and take advantage of market opportunities with periodic realignment and tactical calls.

Alternative Investment Avenues

Gain access to alternative investment avenues with suitable risk-return trade off.


We provide unmatched value and benefits in your journey with us.

SEBI Compliant

Stay peaceful as you deal with SEBI Registered Investment Adviser.

Professional Advice

Well researched advice from CFA Charter holder with a decade of experience.

Customized Advice

Get holistic advice suitable to your context and situation.

Tech Enabled

Comprehensive view of finances on our multi-asset reporting platform.


Our Service Offerings.

  • Cash Flow Planning
  • Debt Planning
  • Goal Planning
  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Real Estate Planning
  • Estate Planning
  • Asset Allocation
  • Portfolio Construction & Reviews
  • Equity – Stocks, MFs, IPO
  • Equity – Model Portfolios
  • Equity – Tactical Calls
  • Equity – Derivatives (F&O)
  • Fixed Income – Savings, MF, FDs, Bonds
  • Fixed Income – Securitized Bonds
  • FX and Commodity
  • PMS & AIF
  • Venture Debt
  • Venture Capital Funds
  • Private Equity
  • REITs and InvITs
  • Market Updates
  • Technology Platform
  • KYC Updates
  • Ownership Transfers
  • Tax Filing
  • Wills & Trusts
  • Family Office

*In collaboration with external partners

We are committed to growing your wealth in a transparent and professional manner.

Experience quality and timely advice while we strive to be your long term, trusted partner.

Pavan Kumar Manchiraju, a charter holder from CFA Institute, USA and alumni of IIM-A, acquired decades of experience in India and abroad within corporate finance/treasury, mergers & acquisitions, business valuation and performance management domain. With deep financial expertise and business acumen, he understands the drivers of asset-class returns, impact of business cycles and risk-return trade off to create sustainable benefit to the clients.

As a SEBI Registered Investment Adviser (RIA) and CFA Charter holder (USA), we abide by strict regulations, code of conduct and ethical principles laid down by relevant authorities.


Check our Pricing

  • All plans are of minimum 6 months subscription.
  • How to get started

    We follow a systematic, digital approach to ensure your journey with us is seamless and result-oriented.

    Once you subscribe to our plans, we will initiate an e-agreement sign-off, as per SEBI regulations, and create a dedicated account for you on our advisory portal.

    That's it - we are then ready to go and start growing your wealth...!


    Frequently Asked Questions

    • What is RIA and how is it different from other financial investment providers?

      RIA (Registered Investment Adviser) is a license issued by SEBI (the investments and market regulator in India), to offer advice on financial planning, savings, debt management and investments to clients. RIAs work on behalf of their clients and can only accept a pre-determined fee from their clients – they are not allowed to accept any commissions from the issuers of financial instruments.
      However, distributors of financial products (Mutual Funds Distributors) are paid commissions by AMCs / fund houses to sell their products, and hence represent the interests of the issuers of financial instruments.

    • If you are an individual with modest corpus (< 5 lakhs) and just started your monthly savings, we suggest you choose our “Value plan”, which helps to plan your goals and obtain advice on regular saving instruments, MFs and Model stocks, for long term wealth creation.

    • If you are an individual with accumulated corpus (> 20 lakhs), with holdings in different asset classes and lumpsum funds to invest, we would suggest you choose our “Standard” or “Elite” plans, as you may need customized advice to align your holdings, advice on fixed income opportunities and some avenues to boost your returns from short-term tactical calls, subject to risk profile and suitability.

    • What you see, is what you pay.!. All our fees are transparent, and we do not charge any additional fees. We neither receive any commissions nor hidden fees from the product owners or platforms. We represent you and work for you only...!

    • All our plans run on monthly basis and valid for 1 year (12 months). We collect each month fees in advance. In case you start during the month, we charge for that relevant month on pro-rata basis.

    • Yes. All our plans are of minimum 6-months subscription. You can cancel your subscription any time after the expiry of first 6-months of each agreement period, and you will not be charged further. You can send an e-mail to [email protected] expressing your desire to cancel the subscription.

    • No. We cannot guarantee returns for any of the instruments or avenues we advise, as returns are dependent on many market factors. However, we do rigorous, independent research and always provide you with our basis and rationale for each instrument selection, which ideally can provide reasonable performance, subject to market conditions.


    Contact Us


    1001, Tower 5, Urbana BNRI Complex, Anandapur, Kolkata - 700107, West Bengal, India