A fireside chat was held with Mr. Aashish P. Somaiyaa (CEO, WhiteOak Capital AMC) on May 4, 2026, to discuss investor behaviour and the principles of long-term wealth creation.

Strengthening Client Relationships, One Conversation at a Time

A fireside chat was held with Mr. Nilesh Shah (CEO, Kotak Mahindra AMC) on
September 27, 2025 to discuss India's economic outlook and importance of diversification in the investment landscape.

A fireside chat was held with Mr. Ramesh Mantri (CIO, WhiteOak Capital AMC) on April 5, 2025, to discuss market trends, India’s growth outlook, and long-term investing.

Our Mumbai client interaction event was all about building connections in a cozy yet professional setting.

Our Wealth Workshop at Rubrik, Bangalore, on 11th & 12th February 2025 was an insightful session aimed at empowering professionals with the right financial knowledge.

Strengthening Bonds with Our Clients in Bangalore – A Key Pillar of Our Success!

A fireside chat was held with Mr. Jatin Popat (CEO, Will Jini ) to decode Legacy Planning, Wills and Trusts on October, 5th , 2024. 

Fun-filled workshop for kids to enable them on the path of Financial Freedom.

A fireside chat was held with Trideep Bhattacharya (CIO, Edelweiss AMC ) to decode the current budget and market on August, 3rd , 2024.

A fireside chat was held with Harsha Upadhyaya (CIO, Kotak AMC ) to decode the current budget and market on February, 10th , 2024.

A fireside chat was held with Sunil Subramanian (MD, Sundaram AMC ) to decode the current market levels on December 2, 2023.