Seven areas of planning that most client conversations fall into. Jump to the one relevant to you, or get in touch and we'll figure it out together.
Service 01
Financial planning is the process of turning your income, expenses and goals into a workable investment schedule — instead of investing on an ad-hoc basis whenever a scheme is recommended to you.
Service 02
Wealth management brings financial planning, portfolio construction and periodic review together into one ongoing relationship, rather than a single transaction.
Service 03
Insurance is a risk-management tool, not an investment — we help you size term life and health cover to your actual liabilities and dependants, and keep it separate from your investment plan.
Service 04
We work backward from the monthly income you'll want in retirement to the SIP amount you need to commit today, accounting for inflation and a realistic post-retirement withdrawal rate.
Service 05
Estate planning makes sure the assets you've built are transferred to the people you intend, with as little friction as possible for your family.
Service 06
Non-resident Indians can continue building a mutual fund portfolio in India through NRE or NRO accounts. We help structure this correctly for your residency status and repatriation needs.
Service 07
Tax-saving instruments — particularly ELSS mutual funds — are considered as part of your overall asset allocation, not bought in isolation just before the financial year ends.
