High Net worth Individuals / Non Resident Indian’s financial planning and portfolio management are our specialisation area. We feel privileged to be part of their financial freedom journey.

We follow Goal Based Financial Planning and Asset Allocation approach when it comes to HNI / NRI.

Steps we follow are,

1. Define Financial Goals
2. Risk Profiling
3. Asset allocation based on financial goals and risk profile
4. Investments
5. Periodic Reviews
6. Continuous mentoring, guiding and updating on best investments and insurance products.

Asset Allocation is the key in Financial Planning.

Basic rule of Investments is “DO NOT PUT ALL YOUR INVESTMENTS INTO ONE ASSET CLASS”

We help with the following investments avenues,

1. Equity Mutual Funds
2. Debt Mutual Funds
3. Hybrid Mutual Funds
4. Fixed Income Investments
5. Gold Funds