About
We are committed to earning our client’s trust by building lasting relationships and confidence, putting your interests first in everything we do. Every interaction with us is defined by our core values and culture of doing what’s right for our clients. We are the partner you can depend on to help you achieve your financial goals.
Investment and Compliance Officer
Ankur Kapur, CFA
Over two decades of investing experience with a focus on making positive impact on his clients’ lives. In a rapidly changing world, Ankur's expertise and dedication provide a steady hand, ensuring that his clients not only navigate the complexities of the financial landscape but also thrive in it.
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Ankur has a postgraduate from the Delhi School of Economics, and a graduate of Hindu College, University of Delhi. Ankur is a Chartered Financial Analyst (CFA) from The CFA Institute, US, and also passed Certified Financial Planner (CFP) from FPSB, India in 2014.
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We look out for our client’s best interests.
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