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About Us

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.

We are having more than a decade of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Savings, retirement Savings and insurance.

Our main aim is to provide investment services keeping in mind client’s short and long-term wishes by using various AI based tools.

Management Team

S. Triyambaka Patro:
A member of the Institute of Chartered Accountants of India with key experience in handling a wide range of audit assignments, tax litigations. Academically scored exemptions in 7 out of 8 papers in CA Final Examination of ICAI. Holds a Diploma in International Taxation offered by ICAI. Completed Certificate Course in Forensic Accounting and Fraud Detection. Completed Certificate Course on Overseas Outsourcing Services (US Market).
Padarabind Pradhan:
A member of the Institute of Chartered Accountants of India, with extensive experience in financial modeling, startup valuation, financing, and a variety of business advisory services. An active investor in the Indian stock market and hold a certification from NISM and a certification in Valuation from New York University (NYU), under the guidance of Professor Aswath Damodaran.