I.
The Wealth Blueprint
For young entrepreneurs scaling their first ₹1-5 Crores. We focus on establishing an unshakeable foundation that prevents tax leakage and initiates compounding early.
- ✔ Optimized Mutual Fund Allocation
- ✔ Basic Debt Structuring
- ✔ Term & Health Insurance Auditing
- ✔ Annual Portfolio Review
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II.
Wealth Growth
For portfolios between ₹5-20 Crores. A highly active approach utilizing direct equities and sophisticated tax structures.
- ✔ Direct Equity Selection & Management
- ✔ Complex Tax Optimization Strategies
- ✔ Alternative Investment Funds (AIF) Access
- ✔ Quarterly Strategic Reviews
III.
Family Office
For ultra-high-net-worth clients (₹20Cr+). We act as your external CFO, managing multi-generational legacy, real estate advisory, and trusts.
- ✔ Bespoke Estate & Succession Planning
- ✔ Private Equity & Startup Deal Flow
- ✔ Dedicated Legal & Tax Counsel Integration
- ✔ On-Demand Reporting & Concierge Service
