Wealth Management

• FINANCIAL PLANNING
• ASSET ALLOCATION
• RISK MANAGEMENT & MONITORING

• CASH MANAGEMENT
• WEALTH TRANSFER
• CHARITABLE PLANNING
• TAX ADVISORY

Invest Management

• SELECTION
• MONITORING
• REBALANCING
• EXIT STRATEGIES

Services for NRIs

• INDIA RETURNS FILING
• REMITTANCES

• DETERMINATION OF YOUR RESIDENTIAL STATUS
• INTERPRETATION OF DTAA

• COMPLIANCES FILING (INCOME-TAX ACT, WEALTH-TAX ACT, ETC)

• APPLICATION FOR PERMANENT ACCOUNT NUMBER(PAN)
• INVESTMENT ADVICE

• INVESTMENT ADVICE
• GENERAL ADVICE (NRE/NRO/FCNR ACCOUNTS)

• HANDLING OF ISSUES RELATED TO INHERITANCE, WILL, ETC

Goal Planning

• GOAL IDENTIFICATION
• LIFE STAGE PLANNING
• PRIORITY SETTING

• TIME-BASED GOALS
• FINANCIAL ROADMAP
• MILESTONE TRACKING

Retirement Planning

• CORPUS PLANNING
• POST-RETIREMENT CASH FLOW

• INCOME REPLACEMENT STRATEGY
• LONG-TERM WEALTH PRESERVATION

• INFLATION-ADJUSTED PLANNING
• RETIREMENT TAX EFFICIENCY

Risk Management

• RISK ASSESSMENT
• PORTFOLIO DIVERSIFICATION
• INSURANCE PLANNING

• DOWNSIDE PROTECTION
• MARKET VOLATILITY MANAGEMENT
• PERIODIC RISK REVIEW