Our experienced professionals cater to the unique needs of multi-family offices and financial analysis and consulting for high net worth families and companies. Our mission is to assist and support companies and their managers with analysis and consulting, business coaching, financial advisory and management expertise so they can focus on their core interests.
Spearheading this enterprise is Kaushal “Ken” Majmudar, a Harvard educated entrepreneur with a track record of helping his clients accelerate their full potential.
We specialize in management, consulting, business coaching, financial planning and supporting the growth of your business
Portfolio analytics, reporting, trade analysis, due diligence support, and so much more.
Let us take care of the financial consulting, analysis and support so you can focus on building and retaining key relationships.
Dedicated and highly experienced professionals with extensive investment, wealth management, and financial knowledge.
Founder and CEO
Financial Associate and CPA