Four things, done well for 25 years.

Investment planning

Your money, put to work at a risk level that lets you sleep.

• First we learn how much risk feels okay to you. Honestly, not with a form.
• Then we pick investments to match, mostly mutual funds, mixed between equity and debt.
• You always know what you own and why. No product pushed because it pays us more.

For everyone we work with. New here? Find your profile.

Retirement planning

Retire Right, our flagship. A date, a number, and a route to both.

• We work out what your life will cost per month when you retire, with inflation counted in.
• That gives your corpus: the one big number your investments must reach. See yours below.
• Then the route: how much to invest monthly, and the ten housekeeping steps most people forget (nominations, health cover, closing stray accounts).

For anyone 40+, and professionals with no pension waiting. The whole method is free in How to Retire Right.

Tax planning

Keep more of what you earn, legally and calmly.

• Investments structured so growth isn't eaten by avoidable tax.
• Big one-off events planned before they happen: selling property, ESOPs, a business stake.
• We work with your CA, not around them.

Especially for corporate leaders and business owners.

Estate planning

What you built reaches the right hands, smoothly.

• Wills, trusts and nominations set up so nothing gets stuck in paperwork or courts.
• Every investment gets a second name today, not someday.
• We help the next generation learn to manage what they receive.

For families with assets across property, business and investments, and for NRIs with assets in two countries.