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