We have over 15 years of experience as financial advisors. We've worked at brokerage firms and private banks in wealth management, but ultimately transitioned to Fee-Only as we felt that was a better approach.
We provide Professional Financial Planning, Investment Advisory and Wealth Management services to individuals and families. We are based in Bangalore, India, but serve clients all across the nation and many NRIs from around the world. Our endeavour is to help you with a comprehensive financial solution. Your needs, requirements and interest define our financial advice.
It is easy for advisors to say they are "client focused". We back our claim with actions. Besides being Fee-Only, embracing fiduciary responsibility, and generally less expensive, there are two other ways we are client focused.