Personal Investment Management
INR 10 to 50 Cr portfolio
learn moreBecause wealth is only one
dimension of what you leave behind.
Often those who strive hard to make a quantum of wealth find themselves underprepared to face the challenges of managing it.
One cannot predict the moment when the windfall will happen. Managing the aftermath is even more difficult.
Taxation and audit rules change all the time. Keeping abreast of them takes more effort for the inexperienced.
With vast wealth comes vast emotional churn, which comes in the way of making objective investment decisions.
We believe families with fortunes also need to be looked after.
You deserve solutions customised to cater to the needs of every single family member.
You deserve somebody who sits on your side of the table – somebody you can trust, and with whom you can have complex conversations when needed.
We want to help shorten the distance between
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CFO Services
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Estate, Legacy and Succession Planning
learn moreDo you need a Family Office?
Fill out this self-assessment questionnaire to determine if your lifestyle requires a custodian of wealth.
DiscoverWe stay in the background and focus on the essential.
A caring, familial approach.
Conflict-free, transparent fee-based model.
A single-window approach to all the needs of the client’s family.
Combining strategising with implementation.
Seasoned fund managers and other domain experts who have navigated volatile market cycles. Known for vigilance and forensics.
Buy-side and institutional approach to research and investing.
Get Guidance
Nurture Wealth
Wisely
Leave a Lasting
Legacy