

Our mission is to provide personalized, transparent, and disciplined wealth management solutions through mutual funds and investment advisory. With over 19 years of expertise, we are committed to guiding clients in growing and protecting their wealth, ensuring long-term financial success and peace of mind.

To empower clients to achieve life long financial confidence and security through personalized wealth management solutions, fostering trust, long-term partnerships and tailored solutions.


Sidba Bhosle is a seasoned finance professional with over 2 decades of expertise in the mutual fund industry, having worked with three leading mutual fund companies and earned various related certifications. Leveraging a strong background in client relationship management, investment advisory, and wealth creation strategies, Sidba has guided investors toward achieving their financial goals. Known for in-depth capital markets knowledge, disciplined investment planning, and a customer-centric approach, Sidba focuses on building trust and creating long-term value for clients.
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