Wealth for Life, Planned with Precision
Personalized strategies that protect, grow, and transfer your wealth across generations.
MUTUAL FUND INVESTMENTS
Building your wealth, one goal at a time
What We Do:
✓ Goal-based portfolio construction (retirement, education, wealth creation)
✓ Fund selection from top-performing AMCs
✓ SIP planning and lump-sum strategies
✓ Regular portfolio reviews and rebalancing
✓ Tax-efficient investment structures
Ideal For: First-time investors, families building corpus, HNIs seeking diversification
INSURANCE SOLUTIONS
Protecting what matters most
Life Insurance
✓ Term plans (maximum cover, low premium)
✓ Whole life & endowment policies
✓ ULIPs for wealth + protection
✓ Coverage calculation based on family needs
Retirement Planning
✓ Pension and annuity products
✓ Retirement corpus calculation
✓ Post-retirement income planning
✓ Healthcare expense planning
Accidental & Health Coverage
✓ Personal accident insurance
✓ Critical illness plans
✓ Family floater health policies
✓ Senior citizen coverage
SUCCESSION & ESTATE PLANNING
Preserving your legacy for generations
Our Services:
✓ Will drafting and beneficiary planning
✓ Family trust setup and management
✓ Business succession for family enterprises
✓ Asset ownership optimization
✓ Wealth transfer tax strategies
✓ Charitable giving structures
Who Needs This: Business owners, Family Offices, anyone with dependents or complex assets
GLOBAL IMMIGRATION ADVISORY
Financial planning for your global journey
Pre-Immigration Planning:
✓ Investment visa programs (Golden Visa, EB-5, etc.)
✓ Proof of funds preparation
✓ Currency exchange strategies (LRS compliance)
✓ Tax residency planning
Popular Programs We Support:
✓ Portugal Golden Visa (€500K)
✓ Greece Golden Visa (€250K)
✓ UAE Golden Visa
✓ USA EB-5 ($800K-$1.05M)
✓ Canada Express Entry
✓ Australia Skilled Migration
Post-Immigration:
✓ Overseas bank account setup
✓ Investment portfolio transition
✓ Insurance continuity
✓ Retirement fund rollovers