“Prepare for road ahead”

Wealth Management

Our Financial planning advisory services include

  • Cash planning
  • Investment planning
  • Insurance planning
  • Retirement planning
  • Estate planning
  • Tax planning

Personal Financial Planning

Have you ever wondered how the rich got their wealth and then kept it growing?
  • Do you want to manage your debts effectively?
  • You know that you should invest, but don’t know where to start?
  • Do you dream of retiring early?
  • The quality of our lives depends upon how well we plan for it – the way we earn, the way we spend and the way we invest. Since money is an integral part of day to day living, the way we plan our finances has a strong impact on how well we live.

Why Financial Planning?

  • You can’t hit the target which you can’t see.
  • Life expectancy increasing year by year.
  • Premature death.
  • Families are getting smaller & nuclear.
  • To create wealth.
  • To preserve wealth that you create from inflation.
  • Financial independence lets you have the right to choose in most areas of your life.
  • To ensure that we have adequate money when we need it.
  • Maintain your standard of living even after retirement . That is, to live comfortably.
  • To die comfortably. Estate planning.

Why people avoid investing?

  • Age 21 – 30: where is the time?
  • Age 30-45: family obligation.
  • Age 45+ : I need to but….
  • Investment is to be a habit. You need to do it consistently to create a cellular memory.
  • You don’t have to be wealthy to be an investor, but you have to be an investor to be wealthy.


Contrary to popular belief, you do not have to allow banks, bosses or investment professionals to push your money in directions that you don’t understand. After all, no one is in a better position than you are to know what is best for you and for your money.

We will help you understand which path is optimal for you:-

  • Success depends on ensuring that your investment strategy fits your personal characteristics.
  • Even though all investors are trying to make money, each one comes from a diverse background and different needs.
  • It follows that specific investing vehicles and methods are suitable for certain types of investors.

Our wealth managers/consultants are experienced in providing wealth management based & related financial services specially to High-net-worth-individuals, SME owners and Entrepreneurs. These services are also available for corporate employees with a need to manage their investment portfolio and for companies too.

There are very few Indian enterprises with specialty in the field of Wealth Management. Especially in Chennai we offer these services along with maximum customization to ensure Client's satisfaction, by offering “delight” oriented service. Our strategic location adds to our strength in the form of easy access for Clients from South India although our services are rendered for Clients throughout the globe.