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
Manage Your Wealth, Secure Your Goals
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