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Introduction
 

WHO WE ARE :

We are a team of financial professionals and operational staff with offices in Delhi, Gurgaon, Mumbai and Bangaluru. We have experience in managing treasury, PF trust, and investments continuously for the world’s biggest corporations & banks for more than a decade.

ACKNOWLEDGEMENT :

This business has been set up by the inspiration of Col & Mrs. Y.P. Chadha in1996. We thank Mr. Ravi Malik for his lessons in customer centricity and teaching us that customer is king/queen. We thank the Late Mr.Raj Paul Chadha and Mr. Prem Paul Chadha for teaching us exuberance, persistence and knowledge of equity research, virtues of holding stock over business cycles. Above all we thank the Indian Army and the National Defence Academy for teaching us integrity & service before self.

ACHIEVEMENTS :

  • We helped GE Money in 2005 to create financial planning content for its Website in India.
  • We won the highest long term equity asset for north India from Franklin Templeton Funds in 2006. ?We are an extremely low churn, patient, long-term business.
  • We conducted a paid workshop on “Portfolio Management” for HSBC Bank in 1998.
  • We won awards from HDFC Mutual Fund for largest sale in Systematic Investment Plan (SIP) , in equity assets , volume wise and value wise for 2005-06,2004 -05. SIP is globally acknowledged as the most boring yet most disciplined and consistent way to create long term wealth.
  • We efficiently managed GE Provident, GE Superannuation Fund from 1996 to 2000.
  • Maj Ashish Chadha speaks on financial planning & Portfolio strategies on national channels on regular basis.
  • We advise a large number of corporate employee’s investments

SERVICES :

  • We are a cradle to grave business. We hope to be of service to you and your family for a lifetime just as we have been working with families for last 10 to 15 years.
  • We are in the business of offering mutual funds which invest across asset classes - real estate: commercial and residential, equity, fixed income, arbitrage, gold.
  • We can help you do the following ?better :-
    1. Save money for your children’s future.
    2. Save money to buy your dream house and car.
    3. Create a nest of savings for retirement, holiday in Paris, scuba diving in Hawaii, a visit to Nepal Himalayas etc.
    4. Create wealth for you so that you can spend more time with your family, Golf etc.
    5. Help you live a comfortable retired life.

PRODUCTS :

  • Mutual Funds - Debt, Equity and Money Market.
 
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