The founding partners of PARK are all alumni of the Indian Institute of Management, Ahmedabad (IIMA). Besides that, Akhilesh and Nikunj are alumni of St. Xavier’s College, Calcutta and have cleared CFA (USA) Level III. Ramganesh and Swapnil are Engineers from the Indian Institute of Technology (IIT), Bombay.

Ramganesh and Swapnil have worked with the Boston Consulting Group in a variety of assignments for Indian and MNC clients, several of them in Banking and Financial Services. Nikunj has worked with American Express Financial Advisors in the US and with Kotak Securities in India. Akhilesh has work experience in consulting and in equity research with Kotak Securities.

We believe we can serve our clients best only if we follow an impeccable code of corporate governance. As part of our work-ethic, we strongly believe in the primacy of confidentiality of your information. The information that you share with your relationship manager will remain strictly with him and will not, under any circumstances be shared with other parties. We have put in place systems to ensure that the data is protected and kept securely for future use by you.

Our academic and corporate backgrounds provide us the ability to develop cutting edge research methodologies and execute against the same. We have built sophisticated analytical tools to enable us to service you better.

We use the Monte-Carlo simulation procedure to determine the probability of you achieving your goals. The Monte Carlo simulation analyzes your financial status simulating movement of several key variables that impact your financial security in real life – for instance inflation rate, equity returns, movement of interest rates, etc. This helps us model your situation as close to real life as possible.

We have developed a strong research capability. This helps us develop insights that we believe help you model your future situation more accurately.

Integrity for us means being unbiased by distorted incentives and being independent in our analysis and recommendations. Unlike several other distribution channels, we are not affiliated to a particular fund house, bank or insurance company. This enables us to take an independent view that is best for our clients.

To be a one-stop shop for all your financial needs, we offer execution support. However, we are not influenced by channel commissions on different mutual fund, loan or insurance products. Accordingly, we do not insist that you execute your plan through us.

We believe that our integrity is crucial to the most cherished of our edge, our focus on the client.

At the pinnacle of our edge, lies our focus on the client. We believe in understanding your needs and then recommending a suitable strategy or portfolio. Our recommendations are very specific to your financial circumstance and your ability and willingness to take on risk.