ASSET MANAGEMENT | RISK COVER | LIABILITY PLANNING | ESTATE PLANNING | OPERATIONS MANAGEMENT
We are a boutique financial advisory firm providing single-point, professional, fee-based advice for all your personal financial needs including implementation and operations. The hallmark of our services are – accountability, transparency, trustworthiness and continuity. Our service comes with the promise that the advice is unbiased, keeping your benefit as the sole driving purpose.
Our current client base includes CEOs/CXOs of companies, professionals across India, NRIs, OCI card holders as well as foreign nationals. Electronic media and modes of communication helps in seamless servicing of our clients irrespective of location. Our clients are based out of India, Australia, Singapore, Hong Kong, UAE, Germany, USA, Canada.
We create flexible services tailored to your needs. If we do not have it, we create a service for you!
Customised Financial Plan
1. Creating financial plan suited for a particular client family and regular reviews
Includes wealth creation, risk coverage and estate-planning
INR 40,000/- to INR 100,000/- annual fee as per the complexity of the plan.
2. 365 Days Advisory
Customised to suit your whole family
Dedicated Certified Financial Planner(CFP) for your family
Includes investments, loan management, taxation, insurance and cash flow management for family units
INR 35,000/- to INR 50,000/- annual fee as per the complexity of the plan.
3. Active Fund Management
Directing India and Global investments
Includes various asset-classes and multiple currencies
Annual fee 10% of the incremental annual profit or INR 50,000 (portfolio size <1 crore INR)/ INR 100,000 (portfolio size >1 crore INR) whichever is higher.
For other services like De-mat of paper shares, will writing, custodian services, services for returning NRIs, financial advisory to expatriates in India- please drop us an enquiry.