ALIGNMENT OF INTEREST
Being a registered, fee - only adviser, our counsel is impartial and independent. This implies we do not promote or push individual financial products or services for any consideration but focus on building better long-term relationships. We only act in a fiduciary capacity towards our clients and disclose all conflicts of interest as and when they arise.
OPEN ARCHITECTURE STRUCTURE
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 platform, we provide our clients with tailor made solutions and not off the shelf products.
BACK OFFICE SOLUTIONS
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 professionals, with an average experience of 20+ years, committed to simplifying the financial labyrinth for our clients. Every professional provides an independent view on the 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.
LOW MANAGEMENT COSTS
Our fee model ensures that your expenses are much lower than the conventional methods of investment management. 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 partners, sustainability of our business and delivery of excellent long-term solutions.