We serve 4 sets of clients
At the Top of the pyramid, we provide Family Office Services to select families. We perform the role of a Chief Growth Officer. We call it as Wealth ++. The first plus refers to Mentoring and Coaching, the second plus refers to Business Advisory services (Improving Business Networth - Improving Topline (Sales), Improving Bottomline (Profitability), Improving Cashflows (Liquidity) & Overall Family Wealth (through Asset Allocation, and creating Core and Satellite Portfolios). 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, Gold, Direct Equity, Fixed Income (Debt), Mutual Funds, PMS, AIF, Insurance (Term, Key-Man, Third Party, Travel, Whole Life), PE, VC etc. Our alliance partners help us with research, product distribution, monitoring, reporting. Our primary focus is to create Passive Income streams (Dividend, Interest, Rent, SWP, Annuities, Royalties etc), which will exceed your active expenses, and leave a legacy to next generation!
In the third layer, we 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. Also we plan to do Wealth Masterclass for our clients, well wishers on alternate weekends!
In the fourth layer, we love to share our 'limited' knowledge & wisdom for the benefit of the society, through our Learning Management System Portal, Public Programs, WhatsApp Status, WhatsApp groups, LinkedIn Posts, Blogs and other CSR Initiatives.
Why Us?
We consider YOUR interests first, hence we are both product (PMS, MF, AIF, RE, Gold etc) and service provider (ICICI or HDFC or TATA or AXIS or others) 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.
