What we do
For Individual / Family
Goal planning
”Our goals can only be reached through a vehicle of a plan” - Pablo Picasso
It is as important to save money as you earn. This is the essence of what we do. And this is the ideology we would like to inculcate in society through our clients. Carefully managed money can grow exponentially and reap multiple benefits. The key is to ensure that you set aside for the bad times while ensuring that your long term and short term goals are covered through the right planning.
Investment Management
“ If you don’t find a way to make money while you sleep, you will work until you die”– Warren Buffet
We lead you to the type of investment that suits your individual needs and that of your family. Our team ensures that you put your hard-earned money in the right financial products across the various asset classes, make timely moves and mitigate risks. Let your money grow to help you lead a life without financial worries.
Liability management
“Debt is like any other trap, easy enough to get into, but hard enough to get out of” – Josh Billings
A mismatch in the placement of asset and liability can corrode a corpus very easily. It is our constant endeavour to maintain this balance between the maturity of assets and liabilities to ensure liquidity at all times and to retain the health of your corpus.
Risk management
“If you don’t know how to take care of money , money will stay away from you” - Robert.T.Kiyosaki
Risk is ubiquitous in any aspect of life, whether personal, professional or financial. All investment decisions should be made keeping in mind the associated risks. Our job is to identify potential risk in advance and take precautionary steps well in advance to curb those risks proactively.
Tax planning
”Do not save what is left after spending ; instead spend what is left after saving” – Warren Buffet
Most people don’t think about tax planning until they start thinking, ‘Oh I have to set an appointment with my tax preparer’, in February or March. And it’s too late.
Succession Planning
“Its not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for”
We help you plan your investments not just for yourself but for the next generation too.
For SME’s / Corporates
Proactive Business Planning
Proactive planning entails anticipating the needs of the business and finding the resources to meet them. With a proactive strategy, a business is more effective in dealing with challenges.
The military strategy of seize, retain and exploit the initiative is the much-needed approach for any business today.
Periodical Reviews and Reporting
Periodically reviewing and redefining business goals and their efficiency is essential to the health of a business to protect against any financial and organizational problems.