Vivek Modi
20+ years in financeExperience across mutual funds, insurance and debt syndication, including association with a Category I merchant banker.
Contact Vivek by phoneConnectingfinancial needswith possibilities.
Investments. Insurance. Capital solutions.
One relationship. A wider perspective.
Good decisions start
with good people.
Experience across finance.
A conversation centred on you.
Krishna Modi
10+ years in financeA practical perspective on borrowing and credit. Director in a Nidhi company involved in small-ticket lending to members.
Contact Krishna by phoneOne relationship.
More possibilities.
For individuals, families and businesses.
Start with what you need.
Mutual funds
Explore selected schemes through our mutual fund distribution channels, based on your objective, time horizon and risk appetite.
Life & general insurance
Protection for your family, health, vehicle, property and business. Policy terms, exclusions and eligibility apply.
Loan & debt syndication
Explore lending and financing routes with the requirement, cost, tenure and repayment in view.
Bond placements
Relevant bond-placement conversations for capital seekers and investors, subject to eligibility and applicable regulations.
Pre-IPO & IPO opportunities
Explore select private-market opportunities and public-offering participation support through permitted channels, where applicable.
Services are subject to applicable registrations and arrangements.
The fuller picture.
Our people, our approach and our services.
All in one short company profile.