Creative solutions
crafted for you
Wealth Management
We go through an extensive consultative process to select well-researched ways in which you can manage your wealth.
Strategic Tax Planning and Structuring
We demystify the complicated world of taxation for you.
Bookkeeping & Record Management
We know how important your personal and financial documents are to you, and you can be rest assured knowing that they are in safe hands.
Create checklists of critical documents
Comprehensive documentation requirements analysis
Collect important documents from you periodically
Regular collection cycles to ensure completeness
Review your documents and identify gaps
Expert review to ensure nothing is missing
Store and back up your documents safely
Multiple formats, easily retrievable, available 24/7
Business Advisory
Estate planning and legal services
We give you comprehensive options to plan a safe and secure future for your beneficiaries.
Choose the right vehicle
Will, Trust or Gift depending on the complexity of your family structure
Draft and vet documents
Draft and vet business and individual contracts, wills, trust deeds, gifts, and others
Legal opinion & resolution
Assist with credible legal opinion to resolve disputes, plan your estate, manage immovable property, or create a legal heirship and succession certificate
Risk Management
We offer innovative solutions that ensure you, your loved ones, and your cherished possessions are protected and well prepared against challenges that you may come across at different points in time.
Portfolio Advisory
- Evaluate your portfolio and advise on the hold/exit strategy
- Suggest ways to optimally monetize existing real estate holdings
Transaction Support
- Identify the right partners for a joint venture when required
- Make your title documents current and sale-ready
- Provide end-to-end support for pre- and post-transaction requirements
Financial Services
- Restructure your debt, and optimize your capital
- Facilitate all types of business and individual loans
- Coordinate with lenders to get you the best lending structures
Transaction Process
End-to-End support
Real Estate, Lending & Debt Restructuring
We cover every real estate need that you may have including advisory and transactional services. We also facilitate all your loan requirements (if any).
Mentorship Academy
We know the importance of having access to fresh perspectives, expertise, and support especially when you need to make critical decisions.
Comprehensive Counsel
Provide counsel across topics and sectors such as inducting the next generation, separating management and ownership, building strategic advisory boards, following industry best practices
Safe Space for Queries
Give you a safe space for all your queries without any judgment
Exclusive Interactions
Provide unique opportunities for interactions and engagements within our exclusive network
Philanthropy
We offer customized solutions to our clients to engage in meaningful and impactful philanthropy, whether it is in their personal capacity or as part of their company's CSR initiatives.
Concierge
We provide concierge services to cover essential requirements so you can focus on what matters most.
