Trusted Family Office & Wealth Management Firm in India
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Trusted by all. Accredited by the mains.

Family Office Excellence Award 2026

Wealth Briefing Asia EAM Awards – Winner (2023, 2024, 2025)

Private Banker International Global Wealth Awards 2023, 2024

Asia Money Private Banking Awards – Winner (2022, 2023, 2025)

Global Private Banking Innovation Awards – Winner (2022, 2023, 2024, 2025, 2026)

The Asset Triple A Awards – Winner (2016–2025)

Outlook Money Best Independent Financial Distributor Award – Winner (2015–2020, 2024)

Key constituent of India AUM ranking table 2017, 2018, 2019, 2020, 2021, 2024, 2025

India Wealth Awards – Best Multi Family Office – Winner (2019, 2022, 2024)

CNBC-TV18 Financial Advisor Awards – Winner (2012–2019, 2023)

Complies With CFA Code of Ethics USA

Citywealth Asian Advisor of the Year – Winner (2013, 2015, 2024)

Money Today – Independent Financial Planner of the Year (National) – Winner (2013, 2015)

IPV Award 2025
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SEBI Registered Investment Advisor - INA100016390 (Validity: - Perpetual)
AMFI Registered Mutual Fund Distributor - ARN 62757 (Validity: 16-Jun-2025 to 15-Jun-2028)
Number of Complaints
(Investment Advisory Services)
At the beginning of the month | Received during the month | Resolved during the month | Pending at the end of the month | Reasons for pendency |
|---|---|---|---|---|
NIL | NIL | NIL | NIL | NIL |
At the beginning of the month
NIL
Received during the month
NIL
Resolved during the month
NIL
Pending at the end of the month
NIL
Reasons for pendency
NIL










