| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 07/21/2014 |
| Contact Info | (91 xxxxxxx |
| AUM* | 88,892,000 25% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 548,716 19% |
| % High Net Worth | 80.00% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds