Value added Services & client value proposition

First Affluent

This sector mostly comprises paid professionals, but it also includes 35 to 40% of self-employed persons, with annual incomes ranging from $30 lacs to $1 million and financial assets and portfolios worth up to $1 million. This segment's consumers embrace technology in all aspects of their lives and are increasingly embracing a global lifestyle. There is no longer any time to waste. They want an investment counsellor that respects their time, provides world-class digital services and assists them with their investing requirements. We want to provide all of these while also making investing convenient and sensible. It's time to rethink your investments. Build your plan with us.

Our value added services include

1. Complete financial planning entails accomplishing your life objectives by channelling your funds effectively according to your roadmap, allowing you to live freely.
2. Help with tax preparation.
3. Assistance with estate planning and will preparation.
4. Exclusive lifestyle and travel collaborations.
5. Real estate services for residential developments are provided for free.

First Private Client

This segment primarily consists of leadership professionals , entrepreneurs and promoters with annual income In excess of ₹ 5 cr and financial assets worth more than ₹ 1 cr.

Clients We Serve

We are a trusted advisor to some of the most successful and influential individuals and families.

Business Owners and Entrepreneurs

Lower risk and better dividends than cash, as well as deflation protection

Corporate Leaders & Executives

We assist owners and executives of both publicly listed and privately owned firms in growing and preserving their personal wealth. We can assist you in planning before, during, and after a liquidity event and in developing a wealth strategy that is tailored to your specific situation. Take our Planning & suggestion for better outcome.

Law Firms & Attorneys

We are one of the leading legal consultants, dedicated to meeting the financial management needs of some of the world's leading law firms, their partners, and associates.

NextGen Young Turks

The world is being taken over by the next generation of Indian entrepreneurs. Their investing requirements are distinct, as is their approach to life. Investment programmes and solutions are tailored to meet specific demands and solutions.

Next Generation also looks ahead and beyond, giving programmes, tools, and resources to our customers' children.