I have met wealth managers and I have met wealth managers. And have been singularly unimpressed. They all have been uniformly interested only in meeting their targets and increasing their AUM number. And then, I met Soumya. Direct, honest, incisive advice. Clear, methodical and regular check and display of portfolio. Timely and sensitive updates from the market. And of course, regular returns on investment. Soumya is a revelation! I am very glad to have found him. Needless to say he now manages both my personal as well as my corporate funds. May his tribe increase!
Founder & CEO