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