What we do
Two services, across your whole balance sheet
A documented plan that connects every rupee to a purpose, and a portfolio built and maintained against it — covering not just mutual funds but property, gold, EPF, PPF, NPS, ESOPs and global assets.
Service A
Comprehensive Financial Planning
Five plans, turned into one document you can act on.
Goal planning
Identify, cost and prioritise the goals that change at every life stage.
Risk planning
Anticipate, evaluate and build the safety net your dependants would actually need.
Tax planning
Use every legally available lever, year after year, rather than every March.
Retirement planning
A second innings funded by a plan, not a hope.
Estate planning
An orderly transition to the people you leave it to.
What you receive
- Advisory agreement setting out the capacity we act in
- Documented financial plan
- Goals list with costs and horizons
- Net-worth statement and cashflow
- Risk profile
- Asset allocation
- Scenario planning
- Investment dashboard
- Personalised portfolio
- Hands-on execution support
And then we do not stop: we monitor and rebalance, review formally every six months, and stay available in between.
Service B
Holistic Wealth Management
Not just assets — your wealth managed across the full risk–return spectrum, in India and abroad.
Portfolio optimisation
Risk-adjusted construction using back-testing and Monte Carlo simulation, so the plan is stress-tested before it is funded.
Personalised dashboard
One consolidated, always-current view of the whole portfolio, rather than a folder of statements.
The product basket, across the risk spectrum
Capital protection
- Savings & FDs
- Liquid funds
Govt-backed
- PPF · SSY
- SCSS · NSC · NPS
Fixed income
- Debt funds
- Bonds
Growth
- Equity & index funds
- Hybrid · REITs · Gold
- Global equity
Sophisticated
- PMS
- AIF — equity & credit
- GIFT City
Availability of any product depends on suitability, your risk profile and regulatory eligibility. Nothing here is a recommendation to invest in a particular product.
Beyond the individual
Financial wellness for organisations
The same expertise, extended to your people — turning financial stress into focus.
Awareness sessions
Complimentary, jargon-free workshops on cash flow, tax, retirement and goal-based investing.
One-to-one advisory
Confidential personal guidance for employees who want a plan of their own.
Ongoing wellness
A quarterly calendar of webinars, plus an ask-an-adviser helpdesk.