Areas of Practice
Comprehensive Personal Finance Services for Professionals, Business Owners, and their Families.
FinANCIAL PLANNING
Financial planning is a key part of the Life Planning exercise, typically involving understanding the big picture of you and your family; your needs, your goals, your dreams; as well your priorities and fears. This activity we believe is most important, as it forms the basis for understanding of an individual’s needs and it helps us to create a financial road map for our clients.
A thorough analysis of the existing assets, liabilities, cash flows and insurance is then done and a detailed investment plan is created keeping into consideration the risk profile.
WEALTH MANAGEMENT
Our wealth management services involve active management of financial assets of our clients keeping in their risk taking abilities and goals. Careful alignment of various investment opportunities and strategies to the desired asset allocation is a vital key to the success of a portfolio in achieving the laid down objectives. In this ever-changing environment of markets, economic cycles, laws, regulation, taxation, etc.,It is also very important to actively monitor a well-constructed portfolio and re-balance it on timely basis in order to maintain the optimum risk-return equilibrium.
MULTI FAMILY OFFICE SERVICES
While Financial planning & Wealth management services are limited to the aspects of a Family's finances. Our Multi-family office services extend the spectrum of services to Estate & Legacy Management, Life Style Management, Real Estate Services, Record keeping.
We have tie-ups with Chartered Accountants, Property Management Firms, Lawyers and other professionals and can help our clients based on their needs.
NRI Services
Be it NRIs on international work assignments or OCI & PIO holders living abroad, with India being one of the fastest growing economies, we believe that an India focused component in the financial portfolio of all NRIs is important.
Considering the overall asset allocation across countries and the involved taxation, we help NRI clients with wealth management solutions in India. Our tie-ups with other professionals like Chartered Accountants, Property Managers, Lawyers brings in the ease of execution of several other requirements of NRI clients.