Recover Wealth. Realize Dreams. We help families reclaim unclaimed shares and invest with a goal-first, process-driven approach.
Empower Indians to discover and recover forgotten assets and channel them into long-term, goal-based portfolios.
Make complex processes—like IEPF claims, KYC remediation, and transmission—simple, transparent, and accessible.
Wealth recovery advocate; 10+ years in compliance & investor services.
Leads IEPF, transmission, and RTA liaison; process design and QA.
Goal-based planning, MF curation, and investor education.
Guides clients from case intake to resolution with clear timelines.
Have a recovery case or want a goal plan? Let’s get you a clear path forward.
We offer education and process assistance. For personalized investment advice, we work with/alongside licensed professionals as required.
Jaipur, Rajasthan—serving clients pan-India through digital workflows.