02 Advisory Plus+

Advisory Plus+

Your Ongoing Financial Partnership.

Beyond planning, into execution. We become your dedicated Chief Financial Officer (CFO) and Chief Investment Officer (CIO).

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Comprehensive Wealth Management

We partner you for the long run. While the scope of our advisory might vary, the intent is to be on your side at all points. Scope could include all or some of the following:

Cash-flow Planning

Strategic planning to optimize your cash flows and ensure liquidity when it is needed.

Estate Planning

A combination of sophisticated strategies & easy-to-implement hacks to plan for what-if scenarios and preserve your estate

Execution Platforms

Access to best-in-class platforms for seamless execution of advice.

Family Governance

Frameworks for effective wealth management across generations.

Financial Planning

Comprehensive planning using proprietary frameworks, encompassing all aspects of your financial life.

Investment Management

Rule based with provision for tactical maneuvering.

Insurance Coverage

Holistic assessment and optimization of insurance needs.

Loan/Liability Management

Strategic management of debt to optimize your finances.

Offshore Diversification

International diversification strategies to hedge against domestic risks.

Overseas Direct Investments (ODI)

Investing overseas in Bonafide businesses,  under the FEMA ODI regulations.

Overseas Portfolio Investments (OPI)

Access to global investment opportunities via GIFT City.

Philanthropy & Social Impact

Strategic guidance on philanthropic initiatives.

Private Markets

Access to private equity, venture capital, and alternatives.

Retirement Planning

Comprehensive planning for a secure retirement.

Research & Due Diligence

In-depth research on investment opportunities.

Residency Planning

Strategic advisory on residency and citizenship planning.

Tax Planning

Tax optimization strategies across your portfolio.

Wealth Structuring

Optimal structuring through trusts, holdings, and other vehicles.

Your Personal CFO-CIO.

We sit by your side, designing, steering, and implementing end-to-end: each & every aspect of your wealth management process; including for your private/strategic investments, businesses and foundations.

We act as your Gatekeepers:

  • ▪Entrusted with the responsibility of protecting your interests.
  • ▪Shielding you from the noise.
  • ▪Ensuring anyone who has a differentiated or better idea, product or solution; gets structured access.

Or, Alternately

  • 01As a member of your IC (Investment Committee).
  • 02As a due-diligence & research partner.
  • 03As a bouncing-board to your internal teams.

As Your Personal CIO-CFO

01

Foundation

The initial deep-dive. We construct the master investment policy, estate architecture, and family charter. This is the bedrock.

02

Implementation

We set the protocol for executing your trades & for tracking your portfolio; create the asset register, set up the WILLs (or Trusts, if applicable), and align your banking relationships. We take the paperwork off your desk.

03

Active Governance

Investment Management

Rebalancing, tax-loss harvesting, and manager selection. A continuous loop of optimization.

Life Navigation

Real estate purchases, philanthropic giving, and next-gen financial literacy.