Corporate Executives & Professionals (CXOs & Senior Professionals)

We understand the busy schedules, work pressure & lack of time affecting the professionals. Money management is always in the subconscious but takes a back seat. As they get into their 40s & 50s there is a wake-up call of not having saved enough or invested prudently. An early retirement is a sought-after dream but lack of financial freedom delays the happy retirement. Many executives want to take a plunge into entrepreneurship but having not saved enough makes this stay a dream.

This where we step-in to make life peaceful and help in achieving the aspirations. Wealth creation, saving for emergencies, and tax savings are key considerations for us. We conduct a one-to-one session to understand the objectives and aspirations. We analyse the current financial situation and build a comprehensive strategy. Post execution of the financial strategy, we conduct review sessions to see if we are on track to achieve the desired results. All clients get an access to our mobile application and website with a secured login to view their portfolio. A dedicated service manager is assigned to handle all service queries.