Wealth Management for Professionals
We know, you study, practice and excel in your profession whether you are a Doctor, CA, Lawyer, Architect, you are too busy, We are here to manage your wealth, so that you work hard and enjoy with your family and friends.
Our Process
Consultation
Risk Profiling
Review & Restructuring
Investment Solutions
Review
Choose your Goal
[boc_side_img_box picture_url=”17028″]Looking forward to best of the education for your child in universities like Wharton, Oxford.. to help them build a global career.[/boc_side_img_box][boc_side_img_box picture_url=”17228″]My daughter is 5 years old now, I will need Rs. 25 lakhs at age 18, Rs 50 Lakhs at age 21 and Rs. 1 crore at age 24. I can achieve this goal by investing 20,467 per month, when my child age is 5, ask us how[/boc_side_img_box][boc_side_img_box picture_url=”17225″]My Son/ Daughter is 4 years now, I will need 25 Lakhs for college admission at age 18, Rs. 25 Lakhs at age 21 and Rs 50 Lakhs at age 24, I can meet these goals if I invest Rs.10,991 per month, ask us how[/boc_side_img_box]
[boc_side_img_box picture_url=”17014″]I want to create a retirement corpus of Rs. 5 Crore at age of 60 and lead a independent life with my better half. Also wish to visit places which I thought for during my working life.[/boc_side_img_box][boc_side_img_box picture_url=”17222″]I want to send my son at Harward Business School at age 21, I will need Rs. 2 crores 20 years hence. I can plan now by investing lumpsum Rs 2 lakhs and Rs. 12600 every month in combination of equity and debt to achieve my goal .[/boc_side_img_box][boc_side_img_box picture_url=”17226″]I am planning to have a lavish wedding for my princess. She is 10 years now and looking to spend about 50 lakhs then. How I may reach that figure[/boc_side_img_box]
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