Our Services

Some things in life are challenging, but planning your finances should not be. We can help you in the following areas:

• Real Estate
• Home Loans
• Mutual Funds
• Financial Planning
• Tax Planning
• Wills

Real Estate

• Find real estate for you – for living or investment purposes
• Help you negotiate the offer and get best terms
• Close the transaction and register the property

Home Loans

• Find the best home loan for you based on your income profile
• Facilitate loan approval on a speedy basis – we do the running around
• Ensure disbursement at the appropriate date

Mutual Funds

• Test your risk profile and offer investment options based on your personal situation
• Manage the paperwork and back office in the administration of your funds
• Give you regular updates and advice on rebalancing your portfolio

Financial Planning

• Identify your goals and needs – what are your dreams
• Execute the most optimal strategies on how to achieve your dreams
• Prepare you for any unexpected circumstances that might arise

Tax Planning

• Help you save money through tax benefits (up to Rs 260,000 per annum)
• Prepare your tax return
• File your tax return

Wills

• Help you in transferring assets to your beneficiaries through estate planning
• Assist you in preparing a Will
• Help you in registering your Will