About Us

Uma Srinivasan is a Commerce Graduate and has more than 20 yrs of experience in guiding people through Investments. She has been assisting varied individuals in and around Mumbai to keep a check on their finances, guiding them in investments to score on their future building money from the investments made today.

We do not believe in a 'one size fits all' approach. So the first thing we do is to sit down and talk on what you want to say

Once you have got the communication right, she will keep it real and compelling with ongoing support and maintenance. She believes in providing, customer service and real support regardless of budget of your investment.

She is it at her happiest best, as all clients associated with her are able to achieve their goals both planned and unplanned with ease.