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Creating Wealth Stories

Schedule Meeting

Assess the client's needs and goals

Presenting Plan

Based on needs and goals and available resources

Invest Online

Invest 24*7 without any hassles

Track & Review

Regular review to ensure alignment with the goals

Our Services

What we Offer

Mutual Fund

Investing your money in Mutual Funds is an excellent option that can be tailored to your unique needs and financial objectives. With the help of a team of knowledgeable professionals who specialize in financial markets, you can rest assured that your investments will be managed in a way that maximizes risk-adjusted returns. As your personal finance buddy, we are committed to helping our clients navigate the various categories of mutual funds based on their individual risk profiles and long-term financial goals.



Our Founders

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B.Tech. and MBA(TAPMI-Manipal)

Kamlesh Dixit is a experienced financial expert with over 20 years of corporate experience in various domains of the financial sector, including Mutual Funds, PMS, Insurance, and Wealth Management. Throughout his career, Kamlesh has held leadership roles in several top financial services companies such as HDFC Life Insurance, Reliance MF (Nippon now), Lotus India MF (Invesco now), and Navi MF. His last assignment was with Navi Mutual Fund as National Head.
Kamlesh is also a regular speaker and writer on personal finance topics, and has contributed to various financial publications and online platforms. He is a trusted advisor and mentor to many, and is dedicated to helping his clients achieve financial security and independence. 
His commitment to providing personalized, actionable advice to his clients has made him a sought-after professional and a valuable resource for anyone seeking to improve their financial situation.


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Invest in Mutual Fund schemes.


Access to hand picked list of selected funds


Check your portfolio anytime anywhere.

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