New Age Investment
Advisory to Grow & Protect Your Wealth
We help you reach Financial Freedom faster!
1000
Clients served till date
₹500 Crore
Assets Under Management
10 Countries
Customers spread globally
Our Services
Portfolio Management
We’re an independent investment advisory firm focused on helping individuals grow their money, and we’ve been doing it since 2001
Fixed Income Investments
We help you grow your money through Fixed income investments which are suitable for individuals seeking a safe space for their hard-earned money
Wealth Consultancy
We help to build generational wealth for individuals and families through multiple asset classes
Insurance
We help you safeguard your wealth & peace of mind with the right insurance product
Is lack of diversification hampering your wealth growth?
As an HNI, you might not have enough time to dedicate to wealth-generating diversification while building your primary revenue.
Our team specializes in helping individuals like you capture market opportunities across multiple investment vehicles so that your wealth keeps growing even as you sleep.
Prateek and his team have been the backbone for my family’s wealth generation practices. Highly recommend his services if you want to focus on growing your business and leaving wealth growth to a reliable & honest professional.
– Jai Kapoor, Rivi Enterprises