• Reg. Number INA100015513
  • ValidityDec 01, 2020 - Perpetual
  • TypeSebi Registered Investment Advisor
  • About is a Noida (NCR), India based financial advisory firm which is founded by Mr. Saurabh Kathpalia, who is a CFPCM, an M.B.A and a SEBI Registered Investment Advisor. As of January 2021, Saurabh has close to 16 years of rich experience in Financial Advisory having worked at Senior Positions with Fortune500 brands like Ameriprise Financial, Standard Chartered Bank and Top Indian Banking Giants like HDFC Bank, ICICI Bank and AXIS Bank.

    The Mission of is to add maximum value in each and every client’s portfolio by bringing complete transparency and alignment of our client’s interests with the interests of our organization. At it’s always our Client first, last and everything in between.

    The Vision of is to be consistently counted among the most trusted names in India and across the globe, when it comes to seeking Financial Advice.

    Contact Person
    Registered Address
    D-87, SECTOR 56, NOIDA, UTTAR PRADESH, 201301
    Communication Address
    D-87, SECTOR 56, NOIDA, UTTAR PRADESH, 201301