A SEBI Registered Investment Advisor and a PFRDA Certified Financial Advisor, Im into Wealth Management, Financial Planning, Investment Advisory Services,working on the Fee-Only Model. As a Fee-Only Advisor, I believe that a Fiduciary Standard is the best framework for professionals to work with clients. To act as a Fiduciary, it means that I as an Advisor have to put aside my own financial interests, and give recommendations that are solely and completely in the best interests of my clients.<br />
We are not affiliated with any Brokers, Banks, Accounting Firms, Law Firms, MF Companies or any Insurance Company. We are accountable only to our clients and have only their best interestsat heart, fully embracing the conceptof fiduciary responsibility.<br />
You may approach me or any of my Team Member for one-time advice(review, restructuring, guidance, counselling, expert advice) or engage my services for a Financial Year(unlimited any financial advice).<br />
We cater to HNIs and Ultra HNIs and specialize in the areas of structured products like PMS, Private Equity, Hedge Funds, VC Funds, FoFs and REITs etc.<br />
To make it brief we can say that we go deep into financial planning, investment planning, insurance planning, Higher Education Planning, Estate Planning, Will Making(Offline/Online) and Tax-Saving Investments.<br />
Disciplined Investment Strategies is our forte and that is where our major emphasis is, so as to enable our valued clients attain their financial goals with utmost ease.