Wealth Creation,
Simplified.

Navigate the complexities of the Indian market with data-driven strategies. We turn market volatility into your long-term advantage.

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Why Choose CNB?

In a world of noise, we offer clarity. Unlike automated bots, we provide personalized advisory that aligns with your life goals—whether it's buying your dream home in Pune, funding education abroad, or securing retirement.

We track over 2,500 schemes to handpick the ones that match your risk profile, ensuring your portfolio remains resilient.

Our Expertise

Holistic financial solutions tailored for the Indian investor.

Strategic SIPs

Utilize Rupee Cost Averaging to beat market volatility. We help you discipline your savings to build substantial corpus over 10-15 years.

Portfolio Review

Is your current portfolio underperforming? We analyze overlap, expense ratios, and asset allocation to optimize your existing investments.

Tax Planning

Maximize returns by minimizing liabilities. We integrate ELSS and other tax-efficient instruments into your core portfolio.

The Power of Compounding

Visualize your financial future.

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Privacy Policy

What we collect:

We may collect the following information:

  • Name and contact details

We may collect personal information directly from you, such as your name, email address, contact details, or other identifiers, when you register an account, make a purchase, or interact with certain features of the application. Your personal information is used to provide you with access to the application's features and functionalities, personalize your experience, and communicate with you about your account or transactions.

We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. You have the right to control and manage your personal information within the application. You can update your account details, manage your communication preferences, or exercise your rights under applicable data protection laws.

You can also choose to delete your account or request the deletion of certain personal information by contacting us through the provided channels, or by using the option available in the app's settings page.

Collection/Use of Image Data:

When you grant permission, our application may access your device's camera or photo gallery to enable features that involve capturing or uploading images. The images you upload or capture within our application may be used for document verification purposes in Video KYC by the application.

We do not share your image data with third parties unless required by law or necessary to provide the services you have requested.

Use of Location Data:

We may access your location to verify your identity and to grant access to the application's features and functionalities.

Security:

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic, and managerial procedures to safeguard and secure the information we collect online.

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Pune, Maharashtra, India