We understand that your financial needs become more complex as you accumulate greater net worth.
That's why we offer clients who invest Rs 1 Crore or more with us, an extra layer of service and greater customization with a reduced fee structure.
With our infinite investment options across various asset classes and the services of a dedicated financial advisor, you will have a holistic view of your entire
family's portfolio, a highly personalized investment plan and comprehensive financial planning. You will also receive exceptional level of attention and
service, with direct access to a Certified Financial Planner and dedicated investment specialists.
From coordinating between your mortgage lender to your chartered accountant to any other advisor you may have, your financial team leader will
help set up and communicate with them regularly on as needed basis.
With our national partners, we offer you a unique set of products and services that will be beneficial to your overall investment strategy
With reputed chartered accountancy firms on panel, we offer you complete tax services at a nominal fee From filling your taxes to remitting money
overseas, Our entrusted partners will get your work done so you have complete mental freedom.
Our Partnership with one of India's leading estate and succession planning firms will ensure that you are in contact with subject matter experts who
will understand your unique solution and will advise and prepare a customized legacy plan for you.