We are one of the oldest, award-winning, premier mutual fund distributor in Mumbai.

Over the past 30 years, we have grown with more than 2,500 happy families who have created enormous wealth with their long term investment horizon. In fact, we are now proud to serve the second generations of our investors!

Mr. Chandrakant Parekh, the promoter of the company is an ex-bank manager and a faculty member having over 30 years of experience in the financial services sector. He frequently writes about Mutual Fund in various newspapers and magazines. He has imparted training to hundreds of employees, Professionals and businessmen.

Our investor base comprises of senior professionals, doctors, advocates, Chartered Accountants, MNC Directors, senior executives, IT Professionals, Seamen, NRIs and many more from all walks of life.

Ms Niyati Patni (nee Niyati Parekh) is a first class commerce graduate from Mumbai University. She is also a qualified investment professional having completed her CFP (Certified Financial Planner) course.

She keeps track of all important financial goals of investors. She is assisted by a vibrant team of competent and qualified personnel.

We aim to constantly raise the standards in service and performance.

We are committed to your financial well-being.