A business person has erratic funds flows. It is very important to balance the higher risk of business and set up a backup captial for a rainy day. We provide a comprehensive solution to a business person to build up a backup capital.

Our wealth management solutions is aimed to provide a holistic view of every need and financial goal of the client. The effort includes wealth planning, investment, and financial management needs of individuals, families, family offices, or corporate. Our style of investment is contrarian which we believe is synonymous with buy low, sell high principle. We have relationships with across multiple avenues and within each avenue we have multiple tie-ups, thereby providing the ability to deliver unbiased and cutting edge advice.

Tax planning is an integral part of financial planning, optimizing on taxes can go a long way in enhancing the corpus that one builds for their financial goals. Tax planning and financial planning go hand in hand, the first step towards financial planning is to chalk out the key financial goals that one intends to achieve and aligning all investments including tax planning investments inline with these financial goals.

Tax optimisation also includes availing those tax benefits over and above the tax saving investments - HRA, Home Loans, LTA, Re-imbursements, etc to reduce the taxable income.

Even items such as prudent sale of ESOPs could reduce the capital gains liability. Structuring your home loan in a tax efficient manner to increase your take home salary substantially.

The world is getting smaller and smaller day by day. With increased opportunities of work cropping up world wide more and more Indians are seeking their fortunes overseas. But at the end of the day these non resident Indians (NRIs) feel the need to invest in India and reap the rewards of the country of their birth going through a boom phase. Let’s take a look as to how NRI’s can make investments in India.
NRIs can make investments in all the investments options which are available to Resident Indians. However, Persons of Indian Origin can only make investments in non-agricultural businesses in the country.

NRIs can invest in shares and stocks by Directly subscribing to shares and debentures of Indian companies on a repatriable or non-repatriable basis –

There is no reason to deny this. But here why this looks like an old adage. Smitten by Indias superlative growth story, a new, brave band of investors is daring to defy the set norms and willing to take more risks not just for a secure future, but to get more bang for their bucks — right here, right now.