CORPORATE ADVISORY

Our Treasury management services help organizations manage their treasury operations effectively. We conduct detailed reviews of treasury functions, including cash management, risk management, liquidity management, and investment policies. Our goal is to ensure that your treasury operations are efficient, secure, and aligned with best practices.

• Treasury Management – Act as CFO for corporates.
• Set up tailor made Investment mandates.
• Restructuring of investments.

ESTATE PLANNING

Estate planning is everything that one owns viz assets and owes viz liabilities and responsibilities. Estates planning essentially means to decide how your assets will devolve upon loved ones post your demise. There is never a specific age or affluence level to engage in Estate planning.

• Preparation of Wills
• Trust formation
• Estate plan Advisory
• Succession deed drafting

FAMILY OFFICE SERVICES

(Investment related and service ancillary to investments.)

• Accountancy, Taxation
• Legal & tax Assistance
• Regulatory Compliance
• Business Restructuring
• Business Succession Planning
• Estate Planning

We would serve as single point of contract for all your financial needs.

INSURANCE

The only certain thing about life is its uncertainty. For instance, an unfortunate incident like a car accident can drain your savings! So, how can you financially protect yourself and your loved ones from the unforeseen curve balls that life might throw at you? One of the tools that you can use to prepare and manage risks and emergencies wisely is insurance planning.

• Term Insurance
• Retirement & Pension Plan
• Comprehensive Health Insurance Plans
• All kinds of General Insurance