Why we started Investment Advisory, and the mission behind it.
Why does everyone's cousin seem to have "a stock tip," but almost nobody has an actual plan?
We kept noticing the same pattern: people investing on rumours, half-read newsletters, and whatever showed up in a forwarded message — with no real sense of whether any of it matched their own risk appetite or timeline. Meanwhile, genuine financial guidance stayed locked behind minimum portfolio sizes most people would never reach.
Investment Advisory is built around a simple idea: a structured, risk-based investment program should be something anyone can start — not just people who already have a private banker on speed dial. Every program comes with a real point of view, and every recommendation comes with the reasoning behind it, not just a signal to act on.
We're still early. But the mission hasn't changed since day one: help you build wealth on a plan, not a guess.
Akshay leads the research behind every program and recommendation on Investment Advisory. A Chartered Accountant by training, he's spent years turning market research into plans real people can actually follow — without needing a finance degree to understand them.