We are on your side
As a fee-only adviser our interests are always aligned to that of our clients, our counsel is impartial and independent. We do not promote any financial products or services, nor do we have financial interest in any of our recommendations. As fiduciaries, we act in our clients’ best interests and disclose any conflicts of interest that might arise.
We create a portfolio that serves you well
We do not have a fixed inventory of products or professionals that we work with. The search for investment avenues & specialists is determined by our client’s requirements only. Through our open architecture ideation, we are always looking for innovative strategies while we provide our clients with tailor made solutions and not off the shelf products.
We work on a fee model
We follow a rationalized cost structure & derive our costs from hours spent on the portfolio unlike conventional methods linked to assets. We aim to eliminate the excess charges you may bear otherwise, however, for a more customized service experience. We strive to find a balance between the interest of our clients, sustainability of our business and delivery of excellent long-term solutions.
We assist you
While we deliver services tailored to your specific requirement, we also act as your private back office by assisting in execution, recording and periodically monitoring the portfolio holding. Year-end bank statements, capital gain calculations for your investments and periodic Will & Trust review, we co-ordinate with the professionals, focus on consolidation and simplification of the processes to ensure your convenience.
We are a diverse team of qualified professionals, committed to simplifying the financial labyrinth for our clients. Every professional provides an independent view on her/his specific area of expertise. This diverse experience helps counsel clients on factors to be avoided, pitfalls to be side stepped, which is possibly job half done.