We bring you effective investment solutions
Helping clients to plan, allocate, monitor and achieve their financial goals through astute measures of risk profiling, asset allocation and periodic review by using relevant information, tools, technology and expertise.
Our Approach Client LoginINDEPENDENT ADVICE
We provide our clients customised financial solutions with unbiased advice based on extensive research.
SMART SOLUTIONS
Check out our Financial Calculators
Why choose us
We act as the check point for our clients and have 360 degree oversight of his financial status. We use various tools to help our client take informed decision regarding their wealth management.
Personalised Service
We believe in providing individual service to our clients and use technology to execute efficiently
The Team
We are professionals having more than 40 years of rich experience in financial services
Independent Advice
We like to assist our clients individually with guaranteed regular and neutral advice
What our clients
talk about us?
"It is indeed enriching to interact and understand the suitable investments from experienced senior professionals from the field of investments. The faith comes from the fact that they are not product pushers and do not recommend any product that do not suit our financial plan or goals. The model that they adopt is so transparent and trustworthy. Im thoroughly impressed with their methods, domain knowledge and servicing. Way to go Newleaf."
Gopal ShenoyMumbai"At first I felt that they were spending a lot of time in understanding my present financial status, assets and cash flows. After a couple of meetings, I realised that they were creating a transparent, custom made financial plan that suited my needs. They had in depth knowledge of the business and what they were recommending. Their reports were also an indicator of their commitment to their customers. Pleased to have started my financial growth plans with them. Highly recommend their services too. A great experience overall."
Prashant KumarHyderabad"Senior professionals having the relevant domain knowledge is rare to find today with regards to distribution of financial products. Mr. Jaideep and Mr. Roka understand their business thoroughly and are so approachable despite their vast experience in the field. The good part was that unlike others they were not pushers and sat very patiently to understand the various financial goals that we planned to achieve. They recommend select products, explain them thoroughly in lay man’s language, prepare relevant reports and hand hold us through the process of investment which has never been the case with my investments so far. Highly impressive and dedicated team. They are experts in what they do."
Vinod KrishnanChennai"A model that is more in the interest of the client rather than the fees paid by a manufacturer was hard to believe until these senior pros explained it thread bare and made me understand the value of investing through such processes. They were not in a hurry to close a deal. Let us do our independent research and verifications. They were patient enough to clarify the most simple query that we had. Hard earned money is to be entrusted for investment with trust. Newleaf is a living example for that. Way to go. Make our money work hard."
Ms. Vaishali PagePune"The most professional team that I have ever met to discuss money matters. Well informed, diligent, transparent and not greedy. Happy to have met them and made my financial plan."
Deepak AhujaNew Delhi