INVESTMENT PACKAGES

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10x MILLION PLAN

Generating a corpus for funding retirement lifestyle.

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PASSIVE INCOME PLAN

Generating a monthly/regular income from your investment, making money do all the hard work.

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MULTIBAGGER PORTFOLIO

Generating high returns from alternative investments unlisted securities, multibagger stocks, etc.

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OVERSEAS PORTFOLIO

Generating high returns from investing abroad in China, USA, Europe, etc.

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FREE FIRST CONSULTATION

FINANCIAL PLANNING SERVICES

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FOR PROFESSIONALS

As you start your career, we’ll help you create your financial goals, start a healthy investing habit and coach you to stay out of debt and manage your taxes.

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FOR MARRIED COUPLES

As responsibilities increase, financial goals will change. We’ll help you get the right insurance cover, create an emergency fund, as well as help in raising funds for purchasing your first house, car, etc

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FOR YOUNG PARENTS

At this stage, we’ll help you to plan on retiring some of the old loans and start investing for your children’s education. Further, planning for retirement goals and estate planning also become crucial.

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FOR PRE-RETIREES

For the Pre-Retirees, we’ll advise you on paying off the mortgage and giving the final push to raise funds to match retirement goals. You’ll be helping your adult children gain a foothold in life without compromising on your own needs.

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FOR RETIRED

We’ll help you transition from a full time employment to a retired life style without causing unnecessary drag on your finances. We will help minimize taxes and managing risks to ensure that your income lasts.