We design investment roadmaps that stay relevant throughout the decades — funding milestones, preserving wealth, and managing risk.
Trust, Measured
Foundation of excellence
Building wealth on principles that stand the test of time.
Our journey
1989
Pragnesh Aslot started a tax-advisory practice dedicated to one principle: every financial decision should be rooted in clarity and compliance. Over time, client conversations naturally widened — from taxes to questions of protection and preservation.
1991
Two years later, Seema Aslot joined the firm, launching the first insurance-advisory desk to help clients safeguard their earnings and assets.
Three decades
That combination of precise tax guidance and prudent risk cover became the firm's hallmark. Yet portfolio needs evolved as clients sought access to broader capital-market opportunities.
2023
Ishan Aslot brought data-driven research and global exposure, steering the business into a comprehensive wealth-management platform spanning listed equity, PMS, AIFs, and private-equity co-investments.
The people
How we work
Four strategic phases designed to transform your financial future.
01
Deep-dive on goals, existing portfolio, risk tolerance, and what matters most to you.
02
Propose holistic plan tailored to your objectives with clear asset allocation strategy.
03
Open accounts, execute allocations, set up reporting — making the plan a reality.
04
Quarterly reviews, tactical tilts, annual goal realignment to keep you on track.
99% client retention since inception.
Schedule Discovery CallClient stories
Stories of trust, growth, and financial freedom.
High taxes were eating into my returns. Ishan mapped my cash flows and built a tax-efficient portfolio structure that helped me plan 6 digit potential tax savings in a year. Their rare CA + wealth advisory combo really does hit two targets with one arrow.
I'd never heard of AIFs before. After screening more than ten managers, Ishan explained the strategies, risks and fit; I chose two funds and the process was seamless. It's been an exciting learning curve and I'm optimistic about building long-term wealth.
Seven years ago we began a goal-based mutual fund plan with Pragnesh Aslot. Regular reviews, disciplined SIPs and timely rebalancing kept us on track through every market cycle. We now have a clear, data-driven path to a retirement corpus we can rely on.
I love to travel, but I didn't want sleepless nights about my cash flows. The team built a ladder of senior-secured NCDs and paired it with a SIP + SWP plan, so monthly income is predictable while my core capital stays aligned to my risk comfort. I can plan trips without second-guessing my finances.
I was FD-only and hesitant about markets. Ishan eased me in with a systematic plan, clear risk limits, staged entries, and enough stability so I could sleep at night while still aiming to beat long-term inflation. It felt thoughtful, not pushy.
Contact
Schedule a discovery call or reach out to us directly.
