Creative solutions
crafted for you
Portfolio Mix
Diversified allocation
Performance
Real-time tracking
Global Reach
International markets
Risk Management
Protected investments
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.
Multi-Jurisdiction Optimization
Optimize tax structures across multiple jurisdictions
Tax Preparation & Filing
Prepare, plan, and file taxes across multiple jurisdictions
Compliance Management
Adhere to post-filing compliances and assessments
Bookkeeping Systems
Maintain and update your tax bookkeeping system periodically
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
Custom Business Strategy
Create a customized business strategy for you
Advisory Boards
Build advisory boards with industry experts
Talent Recruitment
Recruit the right kind of talent for your organization
Transaction Support
Assist you in transactions including raising capital, M&A
International Markets
Support entering into international markets
Business Synergy
Bring business synergy and access through our enhanced network
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.
Customized Global Solutions
Identify service providers that are best in the industry and work with them to design customized global risk mitigation solutions
Right Insurance Vehicle
Recommend the right insurance vehicle (health, life, and general insurance) that will help mitigate different types of risks
Appropriate Brand Selection
Choose the appropriate brand best suited for you, your family, your business, and for other material assets
Industry Facilitation
Facilitate the transaction on your behalf with the best in the industry
End-to-End Platform
Offer a platform to provide the appropriate plan and facilitate the entire process of pre- and post-purchase of an insurance plan
Claims Assistance
Assist in coordinating with the insurer at the time of claim process on your behalf
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
Buy
Investment Properties
Sell
Portfolio Optimization
Rent
Income Generation
Lease
Flexible Options
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.
Learn
Ideate
Navigate
Execute
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
Flexible Solutions
Provide solutions whether it is for ongoing projects, or for one time only
Foundation Setup
Give counsel if you wish to set up and run a foundation
Advisory Partnership
Partner you with the right advisor if you need help with your philanthropic vision
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.
Pay your property tax
Handle all property tax payments and documentation
Update your KYC and other nominations
Keep all your KYC documents and nominations current
Liaison with bankers
Coordinate and communicate with your banking partners
Keep your records up-to-date
Maintain and update all your important records
