Our Wealth Management business helps customers take informed investment decisions with a strong research based advisory service.

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Centralized Advisory Excellence
Our clients are supported by a centralized advisory and dealing desk based in Mumbai, ensuring consistent and expert guidance.
Technology-Driven Synergy
Extensive use of technology and unified operations under one roof enable us to deliver enhanced value and seamless service to clients.
Comprehensive Broking & Distribution Services
Driven by Solid Research, Solid Advice, we offer Equities, Derivatives, Commodities, Currency, Depository Services, and distribution of PMS, Mutual Funds and Insurance.

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Distribution Model

Integrity
We honor our commitments and work on transactions keeping in mind the long term interests of the clients.
Client Orientation
We start with a thorough understanding of the client’s needs and then offer solutions keeping in mind thepriorities and suitability to them.
Knowledge based solution offering
Our quest for offering the optimum solutions is supported by the knowledge and research onthe underlying business and products, resulting in high quality financial and strategic advice.
Quality
Our endeavor is to follow the best global service standards and processes resulting in outstanding execution support forthe transactions.
Passion
We are passionate about our work. This results in innovative solutions and greatly enhances the probability oftransaction closures.

Business Highlights

Asset under advice (AUA) of ₹ 3 Lakh Cr+ out of which Distribution AUM of ₹ 42,775 Cr as on 31st December 2026
Consolidated Market share Q3FY26: Cash 6.9% and F&O Premium Turnover 8.4%
Presence in over 2,500+ locations across 550 cities with 1.6 mn+ active clients
No. 1 full service broking house by gross brokerage revenue highest broking ARPU in the industry
Strong blend of 1,190+ internal Relationship Managers and 8,550+ External Wealth Managers
Ranked amongst the top 10 players in terms of NSE active clients

Our Key People