The Evolution of Wealth.
Our vision is to simplify investing and make financial goals accessible to everyone, driven by client-first advice, disciplined research, and institutional execution.
Our Trajectory of Growth
From a pure broking & distribution model to comprehensive wealth management, culminating in an institutional‑grade AIF structure.
- 2007PESB begins its journey as a trusted advisory firm.
- 2008Registered as trading member of BSE & NSE, expanding broking services.
- 2016Strategic growth through acquisition of Pune Stock Exchange, Vraj Share Services Pvt. Ltd.
- 2020Digital transformation: Launched Trading App & Web Versions. Became a Public Limited Company (PLC).
- 2021Ventured into wealth management with the launch of Mutual Fund Distribution (own ARN).
- 2024Institutional validation: Listed on BSESME (IPO) and became a SEBI registered Research Analyst. Focus on AIF structure.
The Core Investment Team
A blend of experience and dynamism, driving our disciplined investment strategy.
Over 30 years of successful Investment journey & entrepreneurship
Over 30 years of experience in operations & entrepreneurship
Chartered Accountant, CFA Level II cleared, 6+ Years of Experience, in Equity Research
B.Com with ACCA
Strategy Consultants
Specializes in building powerhouse portfolios across defense, healthcare, industrials, agri-tech, and disruptive technologies, shaping the next wave of wealth creation.
His expertise spans strategic investments in high-growth listed and unlisted companies across defense, healthcare, industrials, agri-tech, and emerging technologies.
🚀 Mission
Make investing simpler and reaching financial goals easier for everyone through client‑first advice, disciplined research, and institutional execution.
💡 Vision
Drive consistent alpha and long‑term wealth creation as a trusted partner for sophisticated investors globally.