About Us

We are in business of helping an individual to take the right investment decision in line with his financial goal. We strongly believe that investment is not an activity but an on-going process. Our philosophy is to stay associated with the client over entire period of his investment & guide him through rough patched if any. Our association with you begins with having clarity on roles, responsibilities & obligation of both the distributor & the client. Our Endeavour is to create a mechanism where the input is the savings surplus keeping in mind the risk tolerance & the output in line with the client’s future cash flow requirements. We believe anything that can be measured can be improved. Our cliental includes High Net worth Individual, Employed individuals, Self-Employed individuals, Business owners, Retired individuals, Non Resident Individuals and Small & Medium companies.

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Steps for Investment

Steps for Investment is the process of achieving your goals by using different investment options with your current resources through proper and disciplined money management.

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Risk Management

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OUR SERVICES What we bring to you

I-nest Distributor

We are a “boutique” investment distributor firm that is large enough to provide the needed resources. depth, experience and knowledge but small enough to be responsive, nimble and able to truly customize the delivery of benefits and communications.

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PMS Distribution Services

We distribute various Portfolio Management Services (PMS) managed by Asset management companies which are suitable for high-net-worth

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Mutual Funds

The primary advantage of funds is the professional management of your money. Investors purchase funds because they do not have the time or the expertise to manage their own portfolio.

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18+

Years In Buseness

10+

AWARDS

1000+

HAPPY CUSTOMERS

PARTNER Our Partners