Services

1. Investment Planning:

   Our lives are all about investing in the future with hope of a return. There are lot of investment options are available for you. Some of them are: Stocks, Mutual fund and Fixed Income products etc. It is not that you have to invest in each of them. Rather, choosing the perfect option for you is the key of investment. 

2. Insurance Planning:
   An insurance plan is an important component of a financial plan that involves evaluating risks and determining appropriate insurance coverage to mitigate those risks. Insurance is important, no financial plan can be complete without considering the risk of loss. Insurance protects your money and we help you choose the best insurance for you.
   
   
3. Retirement Planning:
   

   Start planning for retirement as soon as possible to take advantage of the power of compounding. As the complexity of retirement increases, more and more people are becoming concerned about retirement and its planning. If you are confused about your retirement and it is difficult to think in advance, consult us today.

4. Tax Planning:
   

   Tax planning involves logically analyzing one’s financial situation with a view to reducing tax liability. All exemptions, deductions and relief allowed by law so that your tax liability is reduced. A good citizen always pays taxes, but you should not have to pay unnecessary taxes. A smart citizen is the one who pays the tax, but makes maximum use of the provisions available in the tax laws to reduce it.

5. Estate Planning:
   

   Estate planning involves planning for the transfer of your property after death. Your wealth is all the property that you have. This may include cash, clothes, jewelry, cars, homes, land, retirement, savings accounts and so on. If you want to preserve your property and your loved ones, when you can no longer do it, then you will need an estate plan. Is required by all.

6. Goal Based Planning:
   

   Goals-based financial planning is a method that allows you to save for multiple financial objectives across various time horizons. The planning process helps define an individual’s or family’s goals, prioritize them and determine the optimal manner for funding them — taking into account all assets, both tangible and non-tangible, and how they affect each other.

   – Child Education Planning
   – Child Marriage Planning
   – Dream Car
   – Dream Home
   – Vacation

Wealth management is a broader term than investment management. Wealth, like your health, should be carefully protected. When it comes to wealth management, various factors need to be considered such as risk factors, liquidity, taxation, net worth, asset allocation, financial targets etc. Long term wealth creation is primary motive.

We are professional chartered wealth managers and highly experienced. We analyzes what the client aims to achieve and why, our wealth managers provide direction to a client’s financial decisions, enabling them to achieve their financial and life goals.

Portfolio Management art of selecting the right investment policy for the individuals in terms of minimum risk and maximum return. it refers to managing money of an individual under the expert guidance of portfolio managers. The rate of economic, political and technological change keeps increasing, leading to compressed business cycles and volatile stock markets. Portfolio Managers create and manage a unique portfolio of securities depending on the risk-reward profile of each individual client.

Our portfolio manager manages the portfolio on a regular basis and keeps his client updated with the changes.

Accounting and compliance simply mean making sure that a company’s financial matters are being handled in accordance with federal laws and regulations.

We believe that you should choose an accountant for the advice they can give to help you run and grow your business, Accounting Services team help organizations to manage the complexity and risk of their obligations which includes;

• General Accounting and Book-keeping
• Preparing Financial Statement
• Payroll Services
• Cash Handling Services
• Audit and Assurance

Our legal and advisory services play a vital role in implementing robust control mechanisms to facilitate proper compliance in accordance with the challenging and ever-changing regulations of the country. Firm offering a One-Stop solution including Registrations, Business Setup.

We Provide our Professional services for legal Matters which includes;

• Drafting of contracts, agreements, partnership deed, MoUs
• Litigation support for legal cases in India
• Incorporation of new company in India
• Agreements for buy sell, lease of properties, flat in India
• Family matters related legal documents like gift deed etc.
• Advisory and incorporation of limited liability partnership
• Conversion of private limited to public limited and vice versa
• Transfer and transmission of shares and issue of duplicate share certificate

Our firm offers a wide range of other services and solutions to meet your any financial needs. Below is a list of other services and solutions that we can offer;

1. Loan & Debt Management
2. Risk Management
3. Investment Banking