Goal-led investment & financial planning for Indian residents and NRIs — asset allocation, tax-efficient portfolios, retirement, ESOP and estate planning under FY 2026-27.
Most financial 'plans' in India are product sale pitches dressed up as advice. The result: portfolios over-weight on insurance-linked products, ULIPs sold as tax savers, real estate held for emotion not return, fixed deposits eating away purchasing power, and ESOPs left unexercised because no one explained the tax. By the time someone notices, ten years of compounding have been lost — and getting back to where you should have been takes another fifteen.
Real financial planning answers four questions, in order: (1) What goals am I funding, and by when? (2) What is my current cash flow, balance sheet and tax position? (3) What asset allocation gets me to those goals with the least risk? (4) What products, in what tax wrappers, deliver that allocation? Products come last, not first. Tax efficiency under the new FY 2026-27 capital gains regime, the new tax regime as default, the simplified ITR forms, RBI's Liberalised Remittance Scheme for residents, FEMA for NRIs, and Schedule FA disclosure all interlock with the plan.
We are SEBI-registered and CA-led. We offer structured advice that pays for itself many times over — typically 2–4% of portfolio value in the first year through a combination of tax savings, expense ratio reductions, and avoided product mistakes.
Regular-plan mutual funds (1–1.5% expense ratio drag versus direct). ULIP / endowment policies (4–6% structural drag). Excess fixed deposits in low-tax-efficiency wrappers. Missed Section 80C / 80D headroom. Capital gains booked in March instead of April (losing one year's exemption). Foreign-listed equity sold without DTAA credit. Each is a five- to seven-figure mistake compounded over time.
Quantified goals, asset allocation, then product selection — never the other way round. The plan tells you what to buy and what to sell.
New regime vs old, capital gains under the new 12.5% regime, ESOP perquisite-vs-CG split, Section 54/54EC calendar — the tax saved over 5 years often funds the plan many times over.
We are fee-only — no commissions, no kickbacks. Direct mutual funds, low-cost index funds where appropriate, and term insurance through transparent comparisons.
Exercise timing modelled against tax cash outflow, secondary sale options for startup employees, foreign-listed parent ESOP DTAA credit — no last-minute cash crunch.
NRO / NRE / FCNR mix, Schedule FA decision, USD 1M repatriation pacing, RNOR-window strategy for returning NRIs.
Will, family settlement, nomination audit across every account — so the plan survives the planner; what you build actually goes where you wanted.
Cash flow, current assets, liabilities, insurance, ESOP, family situation, goals, risk profile — captured in a structured interview.
Net worth statement, asset allocation snapshot, tax efficiency review, expense ratio drag, insurance gap, estate exposure — written report.
Target allocation, product map, tax wrappers, contribution schedule, exit triggers, rebalance rules — single written plan you can execute.
Product applications, KYC, NRI account opening, switching from regular to direct plans, term insurance comparison, ESOP exercise execution.
Quarterly portfolio review, annual full review, tax-loss harvesting at year-end, life-event triggered re-plans (marriage, child, job change, relocation).
Will registration, nominations on every account, family settlement deed, HUF / trust setup where applicable — plan secured beyond the planner.
PAN; Aadhaar; passport (NRI); bank statements (12 months); ITR (3 years); Form 16 / 16A / 26AS / AIS
Bank deposits / FDs; demat & MF statements; ESOP grant / exercise letters; real estate documents; loan statements; gold / alt holdings
Life / health / critical illness policies; EPF / PPF / NPS statements; gratuity / pension documents
Income & expense statement; goals worksheet (amount, year, priority); dependant details; expected windfalls / liquidity events
Existing will (if any); HUF deed; nominations on bank / demat / MF / EPF; family tree; insurance nominees
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Applied for gst registration and was done exactly in 3 days as promised... Good service...
Very nice experience to work with possessive precise knowledge and updated commercials in all fields
They are good at what they are doing.Their work denotes their company name.I would like to thank Priyanka Wadhera for her dedication towards work and cooperation .They will give valuable advices that you need.
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Good solution providers for startup companies. Regards Naveen Erukulla. Thank them for their prompt service. They always inform how much time does the task will take and don't keep their valuable customers chasing them, if there is any delay due to portal issues or etc they communicate to the customer. Thank you for your good service, please continue the same. Regards Naveen Erukulla.
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