Service 02 of 08
Wealth Management
One consolidated view. Every asset, reviewed with intent.
The Service
What this actually solves.
Wealth spread across mutual funds, PMS, fixed income and offshore accounts is hard to see clearly — and harder to steer. We bring it into one net-worth view, set a written allocation policy, and review it with you every year.
Who this is for
Multiple folios, multiple advisors, no single picture. You want one accountable view of everything.
NRE/NRO rules, repatriation, and cross-border tax questions need structure, not guesswork.
Wealth created in the business now needs a discipline of its own, separate from the business.
What’s Included
Six things you can hold us to.
Every engagement is documented — you will always know what was recommended, why, and what happens next.
Start the Conversation- 01Consolidated net-worth view
Every folio, deposit and structure in one statement — reviewed together, not in fragments.
- 02Written asset-allocation policy
Your equity–debt–alternatives mix, agreed in writing, so decisions are made by policy rather than mood.
- 03PMS and AIF due diligence
When portfolio size justifies it, we evaluate managed strategies on evidence — and say no when it doesn’t.
- 04NRI investment structuring
NRE/NRO account guidance and FEMA-aware investing for families earning abroad.
- 05GIFT City IFSC access
Where relevant, cross-border structures through India’s international financial centre.
- 06Nomination and transmission hygiene
Every folio nominated, every holding traceable — so wealth transfers without friction.
One view
of your entire financial life. Clarity is the first return we deliver — everything else compounds from it.
Our Approach
How the work unfolds.
01
Consolidate
We gather every holding into one clear net-worth statement.
02
Calibrate
We set the allocation policy that fits your goals and risk comfort.
03
Steward
We rebalance and review annually, and whenever life changes.
Common Questions
Asked before most first meetings.
There is no rigid threshold. The consolidated-oversight approach adds most value from roughly ₹50 lakh upwards, but we work with families at earlier stages through goal-based plans that grow into this service.
Yes — we evaluate and facilitate PMS and AIF strategies where portfolio size and goals justify them, with the same evidence-first due diligence we apply to mutual funds. We are equally direct when they are not warranted.
Yes. We guide NRE/NRO structuring, repatriation-aware investing, and GIFT City IFSC routes where they fit. Cross-border tax questions are handled alongside your CA.
Ready to talk about wealth management?
A first conversation is free and obligation-free. We will tell you honestly whether this service is what you need.
Book a Consultation