[title align=”center” color=”#dd8604″]We make your money work harder for you[/title]
so that you can work on things that matter to you!
[title type=”h1″ align=”center” color=”#dd8500″]What we offer?[/title][icon_feature icon_position=”left” border=”no” animation=”left-to-right” icon=”icon-user-md” title=”Free portfolio health check”]We review your portfolio to see if the existing investments are suitable, tax efficient and adequate. We also understand your personality, investment behaviour, risk appetite and financial goals.[/icon_feature][icon_feature icon_position=”left” border=”no” animation=”left-to-right” icon=”icon-cogs” title=”Financial planning”]We are not alone, we have to take care of people whom we love. Using our proprietary planning calculators, we help our clients decide how and how much to invest for their kid’s future, their dream home,retirement and other financial goals.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”top-to-bottom” icon=”icon-inr” title=”Mutual fund investments”]We consider mutual funds as one of the most transparent and tax efficient investment option for achieving financial freedom. Whether you are looking for saving tax or building wealth, we have a solution for you!.[/icon_feature][icon_feature icon_position=”left” border=”no” animation=”top-to-bottom” icon=”hb-moon-airplane” title=”NRI Services”]Being an non-resident Indian (NRI) ourselves earlier, we understand the emotional attachments NRIs have with the country. India is at the cusp of revolutionary growth and NRIs will do well to participate in this growth story. We are at your service for all your investment needs in India.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”top-to-bottom” icon=”icon-cut” title=”Tax planning”]Even Albert Einstein found understanding income tax the most complex work. We help our clients with tax efficient investments. We also help in reducing tax burden by careful redemption of investments. Finally, we help our clients in filing income tax.[/icon_feature][icon_feature icon_position=”left” border=”no” animation=”top-to-bottom” icon=”hb-moon-loop-2″ title=”Unmatched expertise, integrity and life-long relationship”]We are well qualified professional with passion for personal finance. Our expertise, service and integrity will help us form a life-long relationship with you.[/icon_feature]
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