“None of us is as smart as all of us”…..Ken Blanchard
We are a versatile team of investment advisor possessing, collectively, more than 40 years of highly relevant experience into money management, financial advisory, risk mitigation, compliance & reporting, taxation. Our complimentary skill sets put us in good stead in being able to handle the varied assignments offered to us by our clients. An unwavering focus to client-centricity and our ‘no-conflict-of-interest’ business model, help us act as a true representative to our client families.
Anup Kalra
Managing Partner
An experienced investment management professional having spent over two decades In the industry, primarily in Banking and Capital Markets segments. Having worked, in the past, with the Kotak Group for more than 10 years in their brokerage and banking units wherein he successfully set up and ran the HNI Advisory businesses. Spent over 4 years at HDFC Bank in their Consumer Banking unit. Presently managing Wealth Counsel, catering to owners/ promoters of family businesses and top professionals, advising them on setting up a systematic process in managing and passing on wealth. Passìonately works with earIy-stage ventures empowering them to have access to strategic/ financial funding. Is a SEBI certified Investment Advisor with certification form NISM.
Anurag Kalra
Partner
A qualified chartered accountant and a well-rounded accounting and tax professional, possessing 18 years of qualitative and rich experience in accounting, finance, commercial, tax, legal and audit. Has worked with Boston Consulting Group (BCG), American Express, The Economist Group in the .past. Presently engaged in management accounting, statutory accounting and reporting, internal audits, tax audits offering comprehensive and practical taxation planning, management and compliance.
The difference between success and failure is a great team!
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