Mr. B.S. Pai, the force behind our successful and established advisory service, carries with him over 40 years of experience in the investment field. Having started in 1965, our advisory service, under the stewardship of Mr. Pai, has slowly diversified into and now offers a wide range of investment options. Today, we are one of the leading family managed financial advisors, duly recognized and awarded by various mutual fund houses.
The uniqueness in the service offered by us is that it is personalized and all dealings with its clients are ethical and transparent. It is therefore not surprising that most of the clients have stood by us for decades. Our primary focus is to protect and grow the investments of our clients, while working in a consultative, one-on-one advisory relationship. Clearly, satisfaction of our clients is paramount to us.
To summarise, each of our clients are not only investors but also a part of a large family based on trust. We have been empanelled and regularly recognized by most of the large fund houses like L&T MF, DSP, Franklin, HDFC, Reliance, SBI and UTI.
Having worked for six years with Bank of Baroda, Ms. Shubhangi G Pai decided to join her father’s growing business and infuse fresh ideas.
Shubhangi has a Certified Financial Planner (CFP) certificate to her credit, which has given her a broader perspective to finance and taxation planning. As mandated and required by the regulator, Shubhangi has also duly obtained her AMFI (Association of Mutual Funds, India) Certification. Her total experience of around 25 years in the financial field stands her, and her clients in good stead.