Wealth Advisory

Goal-based planning and asset allocation built specifically according to your wealth. We advise across Indian listed equities, mutual funds and ETFs, debt instruments, Portfolio Management Services, Alternative Investment Funds, and REITs and InvITs, matched to your objectives, time horizon and risk appetite, and kept under review as markets and your circumstances change.

How you invest matters as much as what you invest in. We advise on the route that fits your residency status and your repatriation needs, across NRE, NRO and FCNR investment accounts, the FPI and PIS routes for eligible investors, and GIFT City (IFSC) funds. The aim is clean entry, clean exit and no surprises when you want to bring money back.

Because we are also chartered accountants, repatriation limits, tax deducted at source on income earned by non-residents, FEMA compliance and the India-UAE tax treaty are weighed before you act, not discovered afterwards. Where you need standalone cross-border or US tax work, our International Tax and US Tax teams handle it; here, the tax position is built into the investment advice itself.

The reason to use a registered adviser is trust and accountability. We act under a fiduciary duty, disclose conflicts, take no commission, and give you a defined route for grievance redressal. You get advice which you can question to your satisfaction, and you get a clear record of why each recommendation was made.