The company is one of the largest non-bank wealth solutions providers in India, and in Fiscal 2020, it was recognised as one of the top three non-bank mutual fund distributors in India by gross commission earned. It offers a diverse range of clients through a combination of wealth management, financial product distribution, and technological solutions.

The company’s primary service offering is through its flagship Private Wealth (PW) vertical, which manages INR260.58 billion in AuM as of March 31, 2021. Its clientele or active client families comprise client families/groups having a total AuM of at least INR5 million.

The firm began operations in Fiscal 2002 as an AMFI licenced mutual fund distributor and has since expanded into a provider of solutions to its clients by enabling investments in financial instruments through an objective-driven procedure.

As of March 31, 2021, the PW vertical served 6,109 active client families with a staff of 233 RMs (including 8 RMs working on contractual basis). As of March 31, 2021, 52.3 percent of its clients have been with it for more than three years, accounting for 72.2 percent of its total PW AuM. The firm presently has offices in Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur, and Noida, as well as a representative office in Dubai.

Its client families have continually risen, with 965, 863, and 988 new family additions in Fiscal 2019, Fiscal 2020, and Fiscal 2021, respectively. Similarly, its PW AuM has expanded at a 20.2 percent CAGR from INR180.37 billion on March 31, 2019 to INR260.58 billion on March 31, 2021.