Hello. We are a customer centric financial planning firm, since 2012. We are an awesome team, working with awesome clients. We are based in Mumbai and work with Indian families in India, Gulf, Singapore & US. We follow the R+P (Responsive + Proactive) formula to deliver services.
We understand that personal finance is not a rocket science. So we appreciate the opportunity to serve you. We know you are outsourcing to experts & be rest assured that crafting a customized plan is in our our DNA.
We are very experienced in working with executives so we respect your time, use metrics and quickly understand your perspective.