At the Top of the pyramid, we provide Family Office Services to select families. We perform the role of a Chief Growth Officer. Our unique service is provided under the Brand - Wealth ++. The first plus refers to Mentoring and Coaching, the second plus refers to Advisory services (Business Wealth - Improve Topline (Sales), Improve Bottomline (Profitability), Improve Cashflows (Liquidity) & Family Wealth (Asset Allocation, Core and Satellite Portfolio)). Over a period of 4 to 8 quarters, we will cover all the four aspects of life, and enable you to lead a holistic and balanced life.
In the second layer, our focus is to work with families (both Domestic and NRIs) and support them to reach their financial goals / freedom, using asset allocation strategies. We provide advisory services for all asset classes - Real Estate, Equity, Debt, Mutual Funds, PMS, AIF , Gold, PE, VC etc. Our alliance partners help with research, product distribution, monitoring, reporting.
In the third layer, we like to do few corporate training programs for financial well-being of employees. We shall also be doing Investor Awareness Programs / Knowledge Sharing Workshops, in association with Mutual Fund Houses.
In the fourth layer, we love to share our 'limited' knowledge & wisdom for the benefit of the society, through Public Programs, YouTube channel, CSR initiatives. We have tied up with Parent Circle and Sevalaya for this.
We consider customer interests first, hence we are both product and service provider agnostic.
We help Professionals, Doctors, Entrepreneurs and NRIs to achieve their Financial Goals and Objectives.
Our two core values are Ethics and Integrity.
You can count on our unbiased recommendations and impartial guidance.