WEALTH MANAGEMENT IN INDIA
Our real estate consultants, financial advisors and investment advisors specialise in thorough understanding of sophisticated wealth management practices and investment strategies.
We are also equipped to successfully offer our clients other pertinent services like tax management, estate & succession planning, financial planning, investment performance analysis and development of private wealth to name a few.
We have the necessary experience to facilitate smooth Client servicing. While the advisory primarily focuses on numbers, we believe transparency in fiscal communication with our clients is equally important. Along with discussion of economic and market trends, our ability to maintain effortless communication with our clients and their other managers is what makes us stand out as the best Investment advisory firm in India. We also take full responsibility for our accountability to our clients and hence we have a client base of more than 150 companies that trust us with their income.
We believe in applying a holistic approach to meet the complex needs of an individual or a business at a 360 degree level. From asset investment and real estate to setting up family offices and seamless succession planning, we thoroughly optimise the available resources to achieve the best returns. Our team of qualified professionals strategise the structure of every financial aspect of our clients’ lives in a way that is sustainable, comfortable and efficient.
Each presentation on financial and tax planning opportunities is designed in a way that can efficiently show clients newer doors to capitalise on their existing incomes. These presentations are backed by a thorough research of the client’s entire financial and family situation and direct consultation with our qualified in-house Business Consultants, Chartered Accountants, Company Secretaries, MBA(s), and Lawyers. Our team of professionals also weighs factors like risk-tolerance, asset allocation and cash requirements along with other such factors to ensure that the structure of wealth management strategies is curated to suit the needs that are unique to each client. The organised structure of our planning also ensures a hassle-free implementation of financial, investment and succession plans bringing the possibility of chaos or mismanagement to a minimum. Post execution evaluations are carried out on quarterly/ bi-annually or annual basis according to the requirements of each client and plans are renewed if management is considered to not be on track.