Our Services

Family Wealth

Remember that family wealth is a complex and multifaceted topic that involves financial, social, and emotional considerations. It's important for families to develop comprehensive plans for managing and preserving their wealth while considering their individual values and goals.

Define the Process Scope:

1. Accumulated assets and resources.

2. Passed down through generations.

3. Financial stability and security.

4. Opportunities for education and growth.

5. Potential for philanthropy and community support.
   

Celebrity Investor

Renowned celebrity investor with a stellar track record in diverse markets, leveraging fame for astute financial ventures. Adept at turning opportunities into lucrative success stories, inspiring countless others.

Define the Process Scope:

1. Capital infusion fuels startups.

2. Influence on market trends.

3. Brand partnerships enhance portfolios.

4. Philanthropic impact magnified

5. Kim Kardashian: Invested in fashion and beauty brands.

NRI Investor

A Non-Resident Indian engaging in financial activities abroad. Benefits: portfolio diversification, exposure to global markets, potential higher returns. Considerations: foreign exchange risk, tax implications, regulatory compliance. Investment avenues: stocks, real estate, mutual funds.

Define the Process Scope:

1. Non-Resident Indian (NRI) investing in India.

2. Diverse investment options: real estate, stocks, bonds.

3. Overseas remittances for investment purposes.

4. Benefits include tax advantages and potential high returns.

5. Impact of currency exchange rates on investment returns.

Estate Transition

The intricate process of transferring assets, property, and wealth from one generation to the next. Involves legal, financial, and emotional considerations to ensure a seamless transfer of inheritance. Estate planning, wills, trusts, and tax implications are crucial aspects in ensuring a successful and equitable estate transition.

Define the Process Scope

1. Process of transferring assets upon a person's death.

2. Involves wills, trusts, probate, and inheritance laws.

3. Ensures rightful beneficiaries receive assets.

4. Minimizing taxes and legal complexities is crucial.

5. Professional guidance for a smooth transition.

Busy Profession

Engaging occupation demanding high levels of time, dedication, and focus. Often requires managing multiple tasks, meetings, and responsibilities. Balancing work-life integration becomes crucial. Effective time management, delegation, and self-care are essential to thrive in a busy profession while maintaining overall well-being and achieving professional goals.

Define the Process Scope:

1. Demanding workload requiring constant attention.

2. Limited personal time due to work commitments.

3. High-pressure environment with tight deadlines.

4. Striving for career advancement and success.

5. Balancing work with family and self-care challenges.

Retirement Plan

A strategic financial arrangement designed to secure a comfortable future after one's working years. Involves saving, investing, and pension contributions. Aims to provide financial stability, support desired lifestyle, and ensure peace of mind during retirement. Various options include 401(k)s, IRAs, and annuities.

Define the Process Scope:

1. Financial strategy for secure post-career life.

2. Savings, investments, and pension contributions.

3. Early planning for compounding benefits.

4. Consideration of healthcare expenses.

5. Diversification to mitigate risks.

Entrepreneur

An innovative individual who takes risks to create and manage a business, striving for success and growth. They identify opportunities, build products/services, manage resources, adapt to challenges, and drive economic progress.

Define the Process Scope:

1. Identifies market gaps and develops unique solutions.

2. Creates jobs and drives economic growth.

3. Navigates uncertainties and learns from failures.

4. Balances leadership, decision-making, and adaptability.

5. Innovative and risk-taking business creator

Manage Expectation From Clients

• As our focus is on long term relationship based on trust and commitment. our focus is to limit the number of clients to ensure the personalized attention to each customer.

• Prudent Investment Management, Careful planning and placing client needs first is our primary focus. As we develop plans that support clients in achieving their financial goals it is important that the clients also are accountable to take action and move forward with plans towards achievement of goals.

• It is our fiduciary responsibility to prioritizes your needs over ours and that is our commitment to you and in return we need clients to take actions to implement the plans put in place under our guidance.

• Investment decisions work best if they are held to over long term. So long term engagement and staying focused on the goals and plans are critical. Staying the Course of plan and long term relationship will be key thing we expect from you.