What We Do?
Our Offerings and Methodologies
1. Goal-Based Financial Planning
We work closely with you and employ a structured, goal-driven approach, to identify, prioritize, and achieve your most important financial objectives, whether it is retirement planning, buying a house or a car, saving for children’s education and marriage, preparing for unforeseen medical events, creating an emergency fund, budgeting for international vacations, taking a career break, starting your own venture, securing your legacy, or a combination of all these goals. We employ a comprehensive approach to create a personalized roadmap, aligning your finances with your life stages, values, and aspirations. With clarity, control, and flexibility, we empower you to make informed financial decisions and achieve your life goals.
2. Investment Portfolio Design and Management
We craft personalized investment portfolio tailored to your risk tolerance, investment horizon, and financial objectives, leveraging a diversified range of asset classes and strategies, to help you achieve your financial goals. We continuously monitor and rebalance your portfolio to optimize returns, mitigate risk, and ensure alignment with your evolving needs. With access to extensive research, analytics, and market insights, along with our in-house proprietary tools, we empower you to make informed decisions and navigate the complexities of the market with ease and poise.
3. Holistic Tax Planning
We take a proactive approach, analyzing your tax positions and developing strategies to mitigate your additional tax liability resulting from your financial investments’ returns. We consider multiple factors to holistically understand client’s taxation context, including income type (e.g. salary vs. professional fee, domestic vs. overseas income), resident vs. NRI tax status, ownership of a business / registered company if any, corporate dividend, and capital gains from real estate, equity, or debt instruments to tailor your investment strategy. We deploy strategies like tax-loss harvesting to minimize your capital gains tax and boost up your net returns. With ongoing monitoring and adjustments in your investment portfolio, we ensure you efficiently navigate tax law changes and updates.
Talk to us
Have any questions? Reach out to talk about your business, new projects, creative opportunities and how we can help you.