The firm
We want to be the only financial partner a promoter ever needs.
What we do
IR, portfolio management, virtual CFO, and fundraising — under one roof. We cover the full financial lifecycle of a promoter's journey, from early-stage structure to market listing.
What we want
To build a firm that India's next generation of promoters and founders actually trust. Not because we're the biggest — because we're the most involved.
Where we're going
Small by design. We're not trying to scale to hundreds of clients. We're trying to go deep with a few — and be genuinely useful at every stage of what they're building.
How we're different
Most financial firms give you a service.
We give you a relationship.
We get inside the business
We don't advise from a distance. We learn your model, your market, your pressure points — and make financial decisions in that context.
One firm, full picture
Because we work across IR, PMS, and CFO services, we see things a specialist firm wouldn't. That cross-context is our actual edge.
Long-term or nothing
We're not interested in one-off mandates. The longer we work together, the more useful we become — that's the model.
The team
CAs and CFAs who actually care
about what you're building.
Deep Parikh
Research & Strategy
Deep Parikh
CA. Does the technical research, reads charts, handles client communication, and manages partnerships. Makes sure we're saying something that actually makes sense.
LinkedIn
Kalpesh Jadhav
Client Work & Operations
Kalpesh Jadhav
CA. Keeps things running and makes sure nothing falls apart. Works with clients day-to-day, handles all the compliance stuff nobody else wants to touch, and makes sure execution actually happens.
LinkedIn
Piyush Jain
Research & Execution
Piyush Jain
Gets things done and digs into fundamentals. Believes you can't skip the boring work if you want the right answer. Pursuing CFA. Spends most of his time making sure the research actually translates into action.
LinkedIn
Yash Lahoti
Strategy & Systems
Yash Lahoti
Designs how we operate and builds systems to keep it all moving. Handles how the company presents itself and makes sure things look right. Finance + tech + design + a bit of everything else.
LinkedInDeep Parikh
Research & Strategy
CA. Does the technical research, reads charts, handles client communication, and manages partnerships. Makes sure we're saying something that actually makes sense.
LinkedInKalpesh Jadhav
Client Work & Operations
CA. Keeps things running and makes sure nothing falls apart. Works with clients day-to-day, handles all the compliance stuff nobody else wants to touch, and makes sure execution actually happens.
LinkedInPiyush Jain
Research & Execution
Gets things done and digs into fundamentals. Believes you can't skip the boring work if you want the right answer. Pursuing CFA. Spends most of his time making sure the research actually translates into action.
LinkedInYash Lahoti
Strategy & Systems
Designs how we operate and builds systems to keep it all moving. Handles how the company presents itself and makes sure things look right. Finance + tech + design + a bit of everything else.
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