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Approach

Appoach

Values Go Long Way To Protect The Assets

Our investment approach is active and disciplined. We invest significant resources in research and analysis. Our diversification strategy ensures that wealth is protected for future generations. And the assets are potentially sustainable over several generations, resistant to inflation, political and economic turmoil.
Equity Approach

OUR SERVICES

Financial Planning
Tell us where you are, where you want to go; we will do the rest.
Mutual funds
Invest in Large-cap, Multi-cap, Arbitrage etc. from the basket.
Private Investment Advisory
Develop customized investment strategies.
Insurance Review
Existing Insurance policies are reviewed and new policies are suggested based on the requirement; Help in filing claims with insurance providers.
Equity Investment
Invest in stocks with our expertise.
Bond markets
Government securities, NCD’s, Tax-free bonds to name a few.
Tax and Legal Services
Well connected network of experts in areas such as tax and succession planning.
Philanthropy
Creation and Administration of Philanthropic trusts.

FAMILY OFFICE;

Integrated Planning, Effective Solutions

We render bespoke services to protect and increase the wealth of the clients for future generations. The gamut of services include asset reporting, cash flow and insurance planning, estate planning, retirement needs, administrative and tax services. The ecosystem that high net-worth families normally work with can be extensive. We collaborate with service providers to work out integrated planning and effective implementation.
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WEALTH ADVISORY;

Strategy, Eficiency, Management

Our investment approach is both evidence-based and client-focused. We design the portfolios to meet clients’ unique needs, focussing on priorities including risk management, targeted return, and cash flows. This approach attributes better visibility to way forward while raising the probability of successful investor outcomes.