About Us
Three decades ago, we too set out on a journey with a dream in our eyes. A dream where we envisioned being partners in progress to our investors & friends and fulfill their aspirations of a financially planned and prosperous life. That dream is a legacy today as we did not just become an integral part of our 70,000+ clients’ lives but also learnt, evolved and grew with them, one generation after another. Today, just like our own team, our investor universe is as diverse as it can get.
With clients from every demographic and geographic location in India, you will witness a team that is constantly on the move, to stay with and ahead of the market curve. Investments that took you hours until yesterday, are now possible in seconds and right at the tip of your hands, with our new releases and products that are constantly being developed for you and your next generation of investors too!
With the wisdom and experience of the post and a clear mission for the future.
Vision
To be one of India’s leading financial solutions providers that amalgamates technology and interpersonal relationships to foster the investment goals of every member of the family.
Mission
To empower individuals and businesses across every strata with holistic financial solutions that they can trust. Driven by our constant commitment, ethical management, in-depth market research, and unbiased advice, we strive to financially secure and grow our client's wealth, always.
Milestones
-
2019
Breakthrough Technology
With the introduction of our very own disruptive trading and web platform — INVESTMART -
2017
Newer Markets
We then ventured into commodities and insurance broking for our coveted clients. -
2008
Newer Initiations
As we initiated the NSE F&O Trading Depository Services and NSE & BSE Derivates -
2005
To New Beginnings
We introduced BSE F&O, NSE Cash & CDSL (Asset Alliance) related services for our clients and customers -
2000
Our Stock Market Membership
A decade later, we acquired our own stock exchange card and became members of the National and Bombay Stock Exchange -
1989
Our Inception
Took our first steps to make our way into the Indian Market