Professionals with high income, global assets, equity or RSUs, and cross-border tax exposure deserve holistic financial planning.
Our fee-only membership gives access to qualified advisors who plan your Indian & global investments, optimise tax and credit cards, manage debt smartly, review your family's insurance, and plan your succession.
Financial Advice for busy professionals, sorted.
Your Personal Family Office
We work with Indian salaried professionals, founders and families every day to provide personalised and practical solutions to your financial problems at every life stage.
A Salaried Professional's
what if?
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My investment portfolio is over/under diverisified?
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I'm highly concentrated in one company's stock?
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I start exploring global diversification opportunities?
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I have a home loan, and I get laid off from my job?
Working Couples
have we?
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Aligned our investments with our mutual goals?
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Planned for a home, kids, and retirement?
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Saved enough to manage if one of us takes a break?
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Got enough cover if something happens to either of us?
Employee to Founder
how to?
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Build a runway for my business before I quit my job?
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Choose the right business structure?
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Stay on top of GST, TDS, and other compliances?
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Plan for advance tax on irregular income?
Retired folks?
do we?
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Have enough saved to last both our lifetimes?
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Earn a steady monthly income from our investments?
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Need a clear will that avoids disputes later?
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Have enough health cover as medical costs rise in India?
RSUs & ESOPs Community
You've worked hard (maybe too hard) for equity that now sits in a portal you rarely open. Our RSUs and ESOPs community is where we swap real scenarios and decode the mechanics around exercising, vesting, buybacks, and tax strategies. Let's figure it out together (minus the jargon).
