2022

1. Launching 100% Digital & Online platform for Mutualfunds.
2. Launching B2B and sub-advisor model across India with the vision to have 500+ Branch Partners across India.
3. Planning to have 2 international offices at Dubai and Singapore.
4. MOU with General Insurance IMF (Avner) to provide complete range of financial products/services & cater to needs of retail clients, Corporate Clients, NRI, HNI, UHNI & MSME Sector.

2020

Achieved a milestone figure of having more than 1000+ clients base across 8 countries across the Globe.

2018

Developed network of Business Partners & Professionals in Duty (UAE) & UK Raised over $ 200 M National Distributor of Mutual Funds. Launched equity broking business with tie up with master capital trust ltd (listed entity into equity broking)

2016

Developed network of business partners in Northern India.

2014

Remove the last line launch of equity broking business.

2012

Commercial Launch of Business Operations @ Vadodara (Head Office)