Stepping stones leading across a sunlit forest stream
Our Services

Your wealth and your business, one step at a time.

Who we advise

Three kinds of clients.

A family sharing a meal together in their living room A business owner in a suit looking out over the city from his office window Senior professionals reviewing documents together around a boardroom table

Wealth built across many assets and relationships, with more than one generation to plan for. We bring it into one strategy built to endure.

When your wealth and your company are intertwined, every decision touches both. We plan your liquidity and build wealth beyond the business.

A career’s savings and deferred pay, shaped into a clear strategy for your goals or your next chapter.

Areas of practice

Five disciplines.
One view.

Wealth Strategy

A long-term strategy for goals, cash flow and allocation across personal and business wealth. Every later decision is measured against it.

Investment Advisory

Written, risk-profiled advice on allocation and fund selection. You invest in your own name, through direct plans.

Liquidity & Capital

Building wealth beyond the business, and planning for exits, secondary sales and ESOPs.

Succession & Legacy

Assets, nominations and heirs' liquidity, organised alongside your lawyers.

Estate Planning & Advisory

Planning the structure and sequence of your estate, coordinated with your lawyers, who draft the documents.

Showing discipline 1 of 5

Fees

Two ways to engage.

Comprehensive Financial Planning

A written plan for your complete financial position. One-time fee.

Continuous Advisory

Ongoing advice, periodic reviews and counsel as decisions arise. Annual fee.

Within SEBI's fee limits. No fee is collected before the agreement is signed.

“The decisions that define a legacy are made in quiet moments, while there is still time to get them right.”

Speak to an Adviser