A key part of a managing portfolios is the back-office solutions that makes your life worry free. In addition to our Financial Planning and Wealth Management Services we offer a suite of administrative solutions that provide organizing, clarity and simplification to individuals and families with complex financial lives or limited time.

Our scope of work mainly includes the following:

  • Consolidated portfolio performance reporting across Advisors.
  • Capital gain & bank statements for tax filing.
  • Cash flow statements.
  • Dematerialization of physical shares & related services.
  • Registration of Wills & Trusts, property sale/rent agreements, Power Of Attorney, Gift Deeds, Succession certificates & Probate.
  • Vendor sourcing for your specific requirements