If you are a salaried individual, our Wealth Management Services first prioritize your most important goal i.e., Retirement Planning and advises on NPS that comes under the purview of PFRDA. Typically, investment through NPS offers a lot of tax benefits while helping you to achieve your retirement goal. For your further investment needs, we advise you on investment products such as Mutual Funds and Portfolio Management Services that comes under the purview of SEBI and RBI. Even before starting any investment, it is important to protect your family to provide for the emergency needs. We advise you on your suitable insurance products than helps you to cover all your finance risk. In all, our Wealth Management Service package covers counselling for your Financial Planning, Tax Planning (Including IT Return Filing), Insurance Planning and Debt Management. We also provide some basic Succession Planning separately under some nominal charges.

Depending upon your networth category we will place you either under Self-employed Entrepreneur or High Net-worth Individual or Ultra High Net-worth Individual. If you are a new entrepreneur, we help you to set up your business and provide consultation to get you up to speed to comply with various business requirements that includes Business registration, Book Keeping, compliance with GST, Income Tax Act, Companies Act, Labour law requirement such as ESI, EPF, NPS, Employee Group Insurance, trade mark and copy rights. As you grow your business, we also help you to raise finance from lenders and Venture Capitalist.

For your investment needs to meet your financial goals, we advise you on Mutual Funds, PMS and Alternative Investment Funds.

For Corporates, we work closely with your treasury team and help you to set up your sinking fund investments when you want to replace an asset in the future or when you have to redeem your Debt issue when it matures.

We also connect with the executive officers and the employee engagement divisions to conduct investor awareness programs to their employees that includes tax consulting, retirement advisory services and investment consulting services.

For Endowments institutions such as Schools, Colleges, Universities, Hospitals and Charities, we advise suitable investment plans to meet their growth needs or to meet their income needs. For Foundations such as Churches, Temples and other Charitable institutions, we provide Investment Advisory services and help them to find out the best PMS that meets their financial goals.