CIN: L17121M2011PLC213451
022 - 62166999

Personal Finance Advisory

Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events. We believe that this is a highly underserviced area in India; with most of it being done without professional help. We provide personal finance advisory of global level with clear understanding of the Indian culture and ethos in mind.

We believe that our group’s strong strength in developing relations with promoters of companies we advise or transact for would create a strong goodwill among these individuals belonging to senior management or promoter levels. In highly competitive times like these an individual’s ability to focus on themselves and their family goals is hindered due to focus on the company or business; and hence we believe there would be a need for strong advisory and management support for achieving personal financial goals as well as capital and wealth creation for these individuals.

We have a team of dedicated analysts and advisors who manage and monitor the personal finance items of such HNIs and family trusts etc.

The key sub-activities covered in this product group are explained below:

Financial Planning

Financial Planning is the process of meeting one’s life goals through the proper management of finances. Life goals can include buying a house, saving for your child’s higher education or planning for retirement.The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

Estate Planning

Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate. Estate plans must be written, signed, and notarized by the person who owns the estate. We believe that our insight into the HNIs overall business empire, our director’s legal background and our good relations with law firms is a combination which would put us in a position of strength when it comes to providing estate planning advice.

Succession Planning

Succession planning is a process for identifying and developing new leaders, who can replace old leaders when they leave, retire or die. In dictatorships, it aims for continuity of leadership, preventing a chaotic power struggle by preventing a power vacuum. Our group’s insights into the corporate structure and business ethos coupled our expertise on industry scenarios would put us in a position of strength for succession planning services.

Our succession planning advisory services would include:

  • Family re-organization
  • Succession planning consulting
  • Helping to establish efficient succession structures
Tax Advisory

Our advisory services would help businesses and HNIs optimize taxes which will ensure compliance in a dynamic environment. The ranges of services to be provided by us are:

  • Direct Tax
  • Compliance services
  • Litigation services
  • Advisory services
  • Support for M&A transaction Indirect tax
  • Service Tax

Value Added Tax and other indirect taxes