Your Next Chapter, Financially Secure.
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we do more than manage assets; we steward legacies. What we do best is translate your complex financial life into a clear, actionable strategy that is uniquely yours. We believe true wealth is measured not just in returns, but in the freedom and confidence to pursue your passions.
Our process begins by deeply understanding your goals, values, and family dynamics. We then integrate investment management, tax planning, estate structuring, and risk mitigation into a single, cohesive plan. Our best work happens in the quiet consistency of disciplined strategy—helping you navigate market noise, seize opportunities, and build a lasting legacy for the people and causes you care about most.
Our businesses have a deeply synergistic relationship. Our insights into the Indian economy and our understanding of the needs of UHNI and HNI clients enable us to identify new opportunities and products through our asset management company that
we can offer first to our clients. This flywheel effect powers growth
Our Leaders
The Legacy of Leadership. The Future of Wealth.
David Methues
Chief Investment Officer
A graduate of the Indian Institute of Management (IIM), David is a professional entrepreneur with two decades of experience in the financial services industry. He founded his company in 2008, building it into one of India's largest wealth and alternatives-focused asset management firms
Indian Institute of Management (IIM) MBA
Chartered Accountant.
20 years of experience and expertise in financial services,
Working With Foreign Institutional Investors
Deep solanki
Chief Businees Devlopment
With over 8 years of experience and expertise in financial services, drives acquisition and engagement for a varied clientele, including first-generation entrepreneurs, business families and ultra-HNIs spread across over 50 towns and cities in India. and
"Driving Growth Through Strategic Partnerships and New Market Opportunities."
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