We strongly believe in this statement. We are a team of qualified and experienced professionals and we are passionate about this profession. We strictly follow the code of conducts at each step, thereby ensuring confidentiality of your data, time-bound service delivery and maintaining quality standard at every time. The “Scope of Services” that we mention in the Letter of Engagement – we strictly stand by that. We are not unbiased. We are biased and committed to you and your financial well-being.
We offer financial planning and wealth management services. Our clientele are spread across different strata of society, comprising mostly retail families – business owners, professionals and salaried. We first create a detailed financial plan based on the inputs given by you. These include income-expenses data, asset-liability data and financial goal details. The financial plan thus prepared is aimed to guide you in coming years to achieve various financial goals while optimally managing your money. We also assess, create and manage portfolio of investment products for our wealth management clients.
Our services include – Financial Planning (Risk Management, Children’s Education and Marriage Planning, Retirement Planning, Buying Primary and Secondary Home, Buying/Upgrading Car, Family Budgeting, Networth etc.), Wealth Management (we deal into all regularized investment products available in the market viz. Fixed Income Products, Equities, Mutual Funds, Insurance etc.), Tax Planning and Tax Filing, Estate Planning (Creation of WILL and Trust).