Experience
That Ensures
Delivery
Mission
Enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
Vision
Remain the most valued and impactful company in the history of the independent financial advisory industry.
Values
Core values capture our collective heartbeat and direct how we serve our clients, relate to our colleagues, interact with our vendors and partners, and address our communities. Our values play a pivotal role in guiding our relationships and inspiring our teams to remain solution oriented.
When solving complex problems for our clients, we consistently challenge ourselves to create, collaborate, and uplift each other to be the best we can be.
An Exceptional Financial Expert
Anu Khetan
Managing Director
Ms. Anu Khetan is an exceptional portfolio manager and financial expert known as Finopolis, a moniker that reflects her mastery in managing diverse investment elements. With a focus on generating proven returns beyond conventional benchmarks like Nifty, she employs meticulous strategies to create alpha through calculated risk management.
As a regulated financial advisor, Ms. Anu ensures a secure income source while adhering to strict regulations from esteemed authorities like the Indian Federal Association and SEBI. Advocating for diversification, she skilfully allocates resources across gold, property, equity, and debt markets, earning the unwavering trust of her top-notch clientele who rely on her expertise and guidance.