SERVICES
INVESTING
RISK COVERAGE
FINANCING
TAX STRUCTURING
ESTATE PLANNING
Investing
We provide all-inclusive wealth management services, delivering a confident financial future for you and your family.
We deal with listed equities, mutual funds, customized portfolios of high dividend yielding stocks, real estate (commercial, residential and land) as well as investments in start-ups.
How do we make a difference?
We leverage our industry networks, expertise across asset-classes and sectors, and access to stock market intelligence to design a comprehensive and customized investment plan for you.
Our data-driven insights will help you invest, rebalance and reallocate your funds, for the highest possible returns.
Your individual investment preferences need a plan chalked just for you. For instance, how about starting with an asset plan that brings home the certainty of your current salary income?
That would free your mind to pursue life and ventures.

A cautious investor or a seasoned one, we will be glad to manage your investments with transparency, competence and care. Get in touch with us to discuss.
Get in touch with us to discuss.
Risk Coverage
Buying insurance is simple with the plethora of comparisons available online. Quite literally, just a click can cover the risk. But the challenge starts post that with the annual/monthly maintenance of insurance as well as the quick turnaround in case of an eventuality.
How do we make a difference?
We analyse your family’s entire risk exposure (across life, home, health and establishment) and redress, if required, existing insurance plans and premiums to top-quality products from the most reliable service providers.
We re-negotiate the best policy terms and conditions with segment leaders, for the corporate sector.
We help close tedious claim settlements.
We deal with unique insurance possibilities such as covering potential risks and liabilities arising out of multiple responsible positions held by our clients.
We are a relationship-driven business and we do not say that lightly. We are often the first point of contact for our clients when it comes to policy choices and claim settlements.

We can help you and your family through the entire gamut of risk coverage. Get in touch with us to discuss.
Get in touch with us to discuss.
Financing
Be it a simple home loan transaction in a discreet corner of India or an early stage fundraising effort for a dream venture, we can help you connect to the right financial institutions and investors, and even help you with documentation.
A retirement gift that drove home in 48 hours!
When a daughter decides to gift a car to her father as a retirement gift, it’s not just about finances but emotions. Now, the father was in a different city and with just two days to the event, it wasn’t the easiest of trails. But nothing is more important than a happy client! We honoured her sentiment by ensuring a seamless and quick delivery of the car to her father hundreds of miles away. From selecting the brand and model to financing and finally safely delivering the wheels - all in just 48 hours.
We will put your financing needs to action by finding the best choices and connecting to the best suited provider or investor.
Get in touch with us to discuss.
Tax Structuring
We have deep expertise in assessing tax implications and mitigating risks. The team has exposure to cross-border tax and regulatory landscape, having worked with several clients who have a global footprint.

We understand the influence of several factors – tax, legal, accounting and regulatory – in deciding the right structure and have sound knowledge and experience in finding structural alternatives.
We can help you navigate the complex tax and regulatory concerns by providing full-cycle services – from due diligence to implementation.
Get in touch with us to discuss.
Estate Planning
Our estate planning services support in structuring and documenting asset transfers from clients to beneficiaries. This typically involves creation of will, trust details and nominations, to list a few. We ensure each transaction is treated diligently to ensure progression of estate and harmony within the family.
Perhaps this has crossed your mind at least once – the estate you have built, inherited or own need a legally binding structure to ensure progression across generations.
Get in touch with us to discuss.