We support the execution and ongoing servicing of mutual fund investments in Regular Plans, including transaction assistance and administrative support. We do not provide investment advisory services, and investors are encouraged to review scheme-related documents carefully before investing.

We facilitate access to Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs).

Facilitation and execution support for listed REIT and InvIT products, including transaction assistance, documentation and post-investment servicing, within applicable regulatory frameworks.

NRIs often operate across multiple jurisdictions where residency rules, DTAA provisions, home-country tax regimes, estate laws and reporting obligations intersect. Additional layers such as PFIC considerations, overseas investment disclosures, foreign asset reporting and changing residency status can materially affect how financial decisions play out over time.
We help clients navigate these dimensions cohesively by providing context on how residency shifts, global income streams, overseas investments, inheritances and compliance requirements may evolve across countries. This enables families to anticipate complexity early, remain prepared for regulatory transitions and align long-term financial decisions with confidence across jurisdictions.

As global investment avenues expand through India’s IFSC (GIFT City), we offer a calm, structured setting to understand this ecosystem and its role in achieving geographical diversification. Clients value the ability to consider IFSC opportunities within a broader context of international mobility, taxation and long-term intent. Where relevant, we assist with access and help keep the process efficient and aligned with the family's wider financial picture.

Financial independence often marks a shift from accumulation to intentional simplification. Whether driven by early financial independence, FAT FIRE planning or a natural transition into a new life stage, families seek coherence, visibility and control across their financial landscape.
We provide a steady, structured environment to reflect on these transitions — consolidating platforms where appropriate, evaluating income flows, ongoing responsibilities and long-term intent. Clients value the clarity and discipline this brings as they reshape how wealth supports the next phase of their lives.

We believe women should be active participants in shaping their financial lives. Our approach encourages engagement, independent thinking and informed decision-making in a calm, discreet setting. Clients value the opportunity to explore financial questions openly, gain clarity across long-term considerations and build continuity in managing their wealth without pressure or urgency.

With families often spread across different countries, wealth transition requires clarity across documentation, taxation rules, inheritance treatment, remittance pathways and long-term regulatory implications. We help clients understand how assets and intentions align across jurisdictions and how future-ready structures may support smooth transitions when family members reside globally. This foresight reduces friction and brings coherence to cross-border planning.

Tax considerations frequently span domestic and international dimensions, including DTAA arrangements, foreign income, pension benefits and potential exposure to estate tax regimes in other jurisdictions. We provide context that helps clients understand how these layers interact with their financial decisions over time. This is grounded in clarity, foresight and an appreciation of how rules apply across borders and life stages.

Legacy and succession decisions require thoughtful attention to documentation, asset structures, family intentions and long-term continuity. We help clients explore these matters in depth, identifying pathways that offer simplicity, administrative ease and minimal transition cost. Families value the clarity and practicality of these discussions, which support smoother movement of assets across generations while honouring individual intent.