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Our scope of services

  • To protect your family wealth from erosion caused by Inflation
  • To prioritize family goals and quantify budgets for the future
  • To segment and channelize your resources towards achieving your life goals
  • To conceive an ideal holding structure for family wealth
  • To optimally diversify assets across various asset and product class
  • To achieve tax efficiency on your investments
  • To validate and shortlist deserving opportunities amidst multitude of proposals and opportunities
  • To seamlessly transition wealth to the next generation
  • To coach next generation towards inheriting and handling wealth
  • To ring fence and protect your wealth emanating from potential liabilities and risks
  • Above all, to experience the bliss of being wealthy by engaging a trusted partner to handle the day-to-day stress and challenges involved in managing your money

Our approach

  • Anti-goal approach-- Consistently avoiding scenarios that is detrimental to our target
  • Avoiding herd mentality
  • Overlooking “dramatic headlines” of financial journalism
  • Preferring optimization over maximization
  • Striking a balance between active and passive management
  • "Wealth is the ability to fully experience life"

    Henry David Thoreau
  • "Knowing what you don't know is more useful than being brilliant"

    Charlie Munger
  • "If one does not know to which port one is sailing, no wind is favorable"

    Lucius Annaeus Seneca
  • "Wide diversification is only required when investors do not understand what they are doing"

    Warren Buffet
  • "The stock market is filled with individuals who know the price of everything, but the value of nothing"

    Phillip Fisher
  • "When money realizes that it is in good hands, it wants to stay and multiply in those hands"

    Idowu Koyenikan
  • "You give but little when you give of your possessions. It is when you give of yourself that you truly give"

    Khalil Gibran