.jpg)
Investments
Private Wealth Management
​The actions of the investment manager on the tax aspects are not complete unless it is assured that the Accountants are in sync in their final tax filings. Keeping this in mind, comprehensive reporting is essential and that is ready-made through providers for your accountant/tax partner to use in the computation for an accurate reporting basis.
Banking & Financing Integration
Banking infrastructure for both investment & non-investment flows should be integrated both for efficient money management as well as for a hassle-free, efficient banking service delivery. Through our strong linkages with several Financial Institutions across Banks & NBFCs we can facilitate most suitable, efficient & cost-competitive service to our clients, by bringing to their doorsteps strong and efficient financial institutions.
.jpg)
.jpg)
Estate Planning
We can help you work with professional lawyers & leading professional trust service providers to assist setup appropriate succession structures from basic Wills to Private Family Trusts to ensure protection and continuity of family wealth through the referral route.