Our Services
Investment Advisory
Helping you build a well-balanced investment portfolio with:
- Debt & Equity
- Hybrid Investments
- Alternative Assets
- Commodities
- Fixed Deposits
- Government Schemes
Taxation
Comprehensive tax planning for individuals and businesses:
- Individual Taxation
- Corporate & Non-Individual Taxation
- Domestic Taxation
- International Taxation
Insurance
Comprehensive insurance planning:
- Life Insurance
- Health Insurance
- Personal Accident Coverage
- Property Insurance
- Motor Insurance
- Travel Insurance
- Occupational Insurance
Succession Planning
Ensuring smooth wealth transfer and legacy planning:
- Wills
- Trusts
Philanthropy
Helping you make a meaningful impact by:
- Managing Charitable Contributions & Donations
Our prospective clients are...
- Seeking a 'Financial Life Plan'
- Willing to disclose every aspect of their financial life
- Preferring a simple and transparent fee structure without hidden costs
- Meeting our minimum Net Worth requirement of Rs. 10 crores (excluding real estate and physical gold/silver/diamonds)
Our Approach
- An all-round assessment of a client’s financial life.
- Extensive discussions with clients to gather information and understand the areas where we could help
- Arriving at solutions
- Effectively communicating these solutions to the client
- Enabling the requisite actions
- Monitoring the progress
- Sharing this progress through periodic Reports
Fee Structure
We believe in a simple, transparent, and fair fee structure.
This Fee will be based on two factors:- Your Entire Net Worth
- Scope of work — excluding real estate, physical gold, other precious stones/metals
We are allocators of capital, not distributors of products.
We will not retain referral fee/commission (if any) or any other inducement from our partners. They will bill you directly for their services. We assure you that we will be fully involved with the process, though..
Our Partners
Trusts
Tax
Philanthropy
Center For Transforming India
Independent Consultants
Insurance
Tie-ups with various insurance partners