Wealth Management & Family Office Consultant

Personal, Individual and Family Business Consulting

I have over 34 years of experience in the Financial Market and 17 years specializing in Family Office. Managing over 350+ Crs.

I am not in the business of chasing wealth. I am in the business of creating wealth for you. – My Philosophy

Services

Equity
  • Equity MF
  • Hybrid MF
  • Direct Equity
  • Portfolio Management Services
  • Derivatives ( FNO )
  • US Stocks
  • Global MF
  • Equity AIFs
Debt
  • Debt MF
  • Liquid Funds
  • Corporate Bonds
  • Fixed Income Products
  • Debt AIFs
  • Fixed Deposits
Real Estate
  • Direct Real Estate
  • Pre Lease
  • Real Estate Funds
  • Real Estate AIFs
Estate Planning
  • Trust set up
  • Trusteeship
  • WILL making
  • Wealth planning
Documentation
  • Documentation & Legality check
  • Digitalizes of records
  • Cloud building
Off Shore Investments
  • Investment under LRS
  • Investment thru the best FinTech platform
  • Global direct stocks
Philanthropy
  • Setting up Co
  • helping for 80G/12AA
  • helping of FCRA
  • Identifying projects
  • helping in execution

Special Approach To Every Client

Personal & Professional Development

Contact Me

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Have a Question? Contact Me Now!

📞  +91 80807 55555
📩  info@bankimdamani.in
🌐  www.bankimdamani.in