Advisory Structures

Bespoke Wealth Solutions.

From early-stage compounding to multi-generational family office structuring.

Starter Tier — Under ₹5 Crore

The Wealth Blueprint

For young entrepreneurs scaling their first ₹1-5 Crores. We build an unshakeable foundation preventing tax leakage and initiating compounding early.

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A highly active approach using direct equities, sophisticated tax structures, and AIF access for ₹5-20 Crore portfolios.

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III.

Elite Tier — ₹20Cr+

We act as your external CFO — managing multi-generational legacy, real estate advisory, and private trusts for ultra-HNW clients.

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Specialist Advisory

IV.

HUF creation, capital gains harvesting, LTCG/STCG planning, and corporate treasury structuring for business owners.

NPS, EPF optimisation, annuity planning, and systematic passive income structuring for early retirement.

VI.

NRE/NRO structuring, DTAA benefits, repatriation planning, and India portfolio management for overseas Indians.

VII.

Policy review, term cover adequacy, ULIP exit strategy, and pure-risk portfolio restructuring.

VIII.

REITs, fractional ownership, rental yield analysis, and buy vs invest framework decisions.

IX.

Pre-exit tax structuring, ESOP planning, deal advisory, and reinvestment into a permanent wealth engine.

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Mon–Sat | 10am – 7pm IST