Munjal Mehta is a qualified CFA charter holder who has more than 15 years of experience in Equity markets in various roles including Research Analyst, Investment Advisor & Financial Planner.

We have seen the entire journey of Sensex from 3500 in 2001 to 35000 in 2020. During this journey, we have seen 4 expansions and 4 recessions and related investor behavior.

This experience enables us to set the right expectations advice which suits your risk profile.

Technology today is one of the most important factors in determining a good broker. We have 2 separate mobile apps for Investors and Traders. We also have a desktop app for High-frequency traders.

We work with an advisory based approach and are not driven by any sales targets. We will discuss products that are suitable to you and your risk profile.

Over the last 19 years, Satish Mehta has created a value system of Discipline, Honesty & Commitment towards our clients.

More than 60% of our team has an experience of more than 8 years in Equity markets. Our attrition rate is less than 25%. This ensures that you get the best quality advisors for all the support and guidance required.

Client first.