Give your dreams the
FeeOnly advantage
We are a SEBI registered Investment Advisor with high standards of client care
No. of Complaints for September 2020
| At the Beginning of the Month | Received during the month | Resolved during the month | Pending at the end of month | Reasons of pendancy |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | N/A |
Different strokes for different folks is not just a phrase, it’s an article of faith for us. All our services are specifically tailored for each client depending on their needs and risk/resources profile. We use our expertise across investments, tax, regulatory requirements to provide a comprehensive bouquet of services to our clients. We give our clients the confidence that they are likely to achieve the goals set out for themselves. This allows them to enjoy the financial journey rather than simply focus on the destination. We enable our clients to stop and smell the roses!!
Featured In
The Fee-Only Edge
360 Degrees Expertise
Proven expertise across investments, taxation, regulations governing foreign investments and remittances, loans and risk management.
Unbiased advise
Fee-Only compensation model means our advise is unbiased
Fiduciary Responsibility
Putting our clients interests above our own is in our DNA. A SEBI registered investment advisor is required by regulations to put the clients’ interest above his own.
Services
Comprehensive Financial Planning
The big picture. Risk profiling, determining goals, asset allocation, risk management, monitoring investments,truly comprehensive.
Investment Management
Create smart and calculated investments using our expertise and proprietary tools.
NRI Investment/Remittance/Taxation services
Make informed investments across borders complying with all laws. Remittances and end to end taxation services
Taxation Advisory
End-to-end taxation solutions
Loan consulting
Make the best of what you owe. Save on existing loans and make your funds work in your favour.
Risk Management
Make data and need based analysis to identify your risk requirements along with recommendations on covering yourself, your loved ones and your assets.
Retirement planning
Secure your future with effective investment strategies accounting for inflation and special needs.
