Year End Note – 2020 – A Gateway to the Next Decade
2021 starts the new decade for us with a lot to look towards. This post peeks into the past with thoughts on what to wish for in the coming year. We wish all of you a very happy new year.

More

Game stop – Lessons From A Very Costly Game

Gamestop frenzy attracted a lot of attention with its sharp stock price movement. Countless individuals lost their life savings. This post aims to highlight a few lessons from the saga.

More

Motilal Oswal 25th Wealth Creation Study 2020

Each year Mr. Raamdeo Agrawal conducts wealth study targeting different themes and presents it to the investor community. This year’s theme was coming up with a set of 25 questions which investors could use to identify good Companies using a bottom of research.

More

Our professionals bring along valuable experience of working across multiple Big four consultancy firms, International Investment Banks and Insurance Companies. Combining our understanding of the business and products, we are able to assist our clients in their specific needs and become a partner to their financial journey.

WHAT WE DO…

We offer a variety of services to our clients including

Insurance Protection

Protect from the risk of unfortunate events such as demise, hospilisation expenses, illnesses, accidents, etc.

Tax Planning

Income Tax or GST, we handle end to end computation, filings and communications with the tax office.

Saving Solutions

We help clients in identifying an appropriate savings product suitable for their needs and risk appetite.

Accounting & Compliance
We manage end to end Accounting and associated compliances for Individuals & Small Businesses – Digitally.
Risk Advisory Services

Conduct Internal Audits or Business Process reviews for your business across different industries.

Will Management

Prepare Wills and keep them relevant for efficient transmission of inheritance.

GET IN TOUCH…

To arrange a consultation or workshop, send us a message.