About Us

With an experience of 10 years in Kotak Mahindra Bank and life vertical.. 

Handling a portfolio of 160 clients in Pune, Bangalore, Europe and UK. 

Our founder Mr Sumiit Raut follows an individual specific approach in creating a smart and diversified saving, investment or wealth creation portfolio.

 *    10 years plus professional experience  

*     160 clients Rs 1,01,39,734 (AUM) Traditional investment plans

*     Rs 1,20,00,000 ( AUM ) Ulip fund value portfolio

Optimize your investment’s Portfolio returns. 

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