Serious threat to USA’s banking system
Tel: 123.456.7890
Personal
Taxation
Let's cut the clutter and simplify your personal tax, thus providing for more abundance.
Estate Planning
You have built your wealth, now let’s plan for passing on the legacy with Succession Planning.
WHO WE SERVE
High Net Worth Individuals
You have worked hard, you have built wealth, you have invested it as well. But there is something still amiss. You have moved up the ladder professionally but your wealth and investments aren’t moving at the same pace.
Let us be your accelerator, your GPS, on this journey to financial abundance
An HNI would be:-
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High Salaried earner with annual CTC of Rs 50 lakhs
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Professional, like Doctors, Consultants, Free Lancers, Technocrats with income <Rs 20 lakhs
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Individual with Wealth above Rs 5 crores
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Newly minted HNI- made extraordinary gains of Rs 5 crore and above
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Family Managed Businesses
Businesses face ups and downs, it's part of the business and Family managed businesses are not immune to these. However, they have their unique challenges due to the business structure and personal relationships involved.
We understand these and can proactively develop ways for moving to the next level like planning IPO, diversification, Mergers & Acquisition, Succession Planning issues.
NRI
You have chased your million dollar dream, worked in developed economies. However, your roots are still in India, and India is a developing and fastest-growing economy that holds more promise. So if you are wondering how to go about investing, we are your guide with expertise in Indian and International Investment Options.
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An NRI with Properties and financial assets above Rs 2 crore, looking at investing in India or remitting back home.
Entrepreneurs
You turned your passion into a lucrative business, found new ideas and monetized them, found investors, and moved onto the next level by either encashing or growing big. However, the way ahead has lots of financial pitfalls and has to be treaded cautiously.
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Be it Tax Issues or investing your wealth corpus, succession planning, and other financial and Investment issues for Startups, Millennials turned Millionaires, we take the stress and guesswork out of the equation, giving you time and energy to enjoy your riches.