Founders & Business Owners

Building a start-up or business takes a lot of time, effort & perseverance. Founders are engrossed 24/7 in their ventures which leaves then with very little time to manage their own finances. This lack of attention can lead to stress & anxiety about money management. Moreover, the income patterns & cash flows are irregular. Managing documentation, reviewing & rebalancing portfolios can be a headache.

We realize the need for founders to stay focussed on building their start-up’s and leave money management to us. We undergo a detailed introductory session with founders, this involves understanding their nature of business & cash flows. Based on the inputs a financial strategy is prepared and discussed with the founders. It is executed and reviewed at a mutually decided frequency. On another note, happy employees are every founder’s wish, we offer financial services & conduct financial wellness sessions for employees. To know more, click here-taken to financial wellness page.