For Individuals and Families
Family Wealth Management - Family Office Services
As part of this service we provide in and out Advisory to Execution Services for any individual and family. With an idea to be your Family “Wealth” Doctor, we help you invest and grow your wealth in all financial instruments including real-estate, mutual funds, equity shares, bonds.
Retirement Planning Advisory Services
We help you plan your retirement at any age. Planning to Execution Services is also available for this service – in fact for any of our services. We help you invest and grow your wealth in all financial instruments including real-estate, mutual funds, equity shares, bonds to safe and secured retirement.
Income Tax Saving Advisory Services
Tax saving advice is most sought after service of ours. We help you save taxes, cutting down your income tax expense by our up-do-date knowledge on taxation of India. Under this service we help you gather proper balance of debt and equity as per your risk-appetite.
Mutual Fund Investment Advisory Services
A wide range of mutual funds in industry confuses a lot many people. We have expertise in the industry to help you help judge the best funds for your “goal” and help you achieve this “financial goal” of yours. Our advices are based on the best performing funds and your risk-appetites.
Equity Shares Investment Advisory Services
Who does not want quick and the best returns? We have expertise in the industry to help you help judge the best scrips for you. Our advice are based on the best performing industries and your risk-appetites. Our chosen scrips can be from any sector and any industry to suit your needs.
Bonds Investment Advisory Services
Safer returns are always advantageous for anyone! We can guide you to the best and safest returns and also help you invest in them. From capital gains bonds to corporate bonds, we have it all in our kitty. Gold bonds are also available for you to invest with us.
Income Tax Returns Filing Services
Our financially knowledgable Charter Accountants (CAs) can help you file income tax returns for the financial year any day and any time.
Insurance Advisory & Execution Services
Our insurance advisors can help you insure yourself, your family and your household items, etc any time. We provide services of almost all insurance companies – private sector as well as PSUs at your doorstep. We also help you with your claims.
Loan Advisory & Execution Services
Our Loan Advisors can help you secure yourself, your family any kind of loan at any time. We provide services of almost all lending companies – private sector as well as PSUs at your doorstep.