Vision

* Aim to remove the word Brokers/Agents from the Industry.

* To become the most respected company in the financial services space in India

Business strategy

* Steady growth by adapting to the changing environment, without losing the focus on our core domain of financial services

* De-risked business through multiple products and diversified revenue stream

* Knowledge is the key to power superior financial decisions

* Keep costs low and continuously strive for innovation

Customer strategy

* Remain largely a retail focused organisation, driving stickiness through knowledge and quality service

* Cater to untapped areas in semi-urban and rural areas, which is relatively safe from cut-throat competition

* Target the micro, small and medium enterprises mushrooming across the country through a cluster approach for lending business

* Use wide multi-modal network serving as one-stop shop to customers

People strategy

* Attract the best talent and driven people

* Ensure conducive merit environment

* Liberal ownership-sharing