We are one of the preferred and admired Mutual Fund Distributor firms based out of Kolkata. With clients across the country and in Middle East, Singapore, Australia, Europe and USA. We operate as a boutique based on a SOHO (small office, home office) model.
Each of our two founding partners have more than two and a half decades of experience in the financial domain, which includes personal finance, valuation, treasury management, capital market, accounting & taxation and mutual fund
The team comprised of dedicated resources in services and operations, experienced relationship managers and support function for legal matters, taxation and compliance. We also work with institutions on Organisational Development and design interventions in corporate training on soft skills, behavioural. Sales and leadership and functional training on personal finance.