About Us





Hi ! I am Tirtha Pathak, and I have done my graduation in Economics Hons and MBA in Finance and Marketing.


After having a great exposure in most of the private banks of India for the last 2 decades in different verticals, I have finally started on my own to guide my clients and help them to manage their finances in a much better and professional way. I am totally poised and passionate about my advisory and I am convinced with the statement that knowledge, trust and service are the key to success for every business.


We have a team of ex-bankers where we cater to different banking solutions as per their expertise like in Investments and Insurance, Trade and Retail Forex and in Business and Home Loans, etc.


So lets come and join hands together for a better managed and trusted financial world.