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Financial Advisor

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Financial Planning & Management

Financial planning

  • Helps you be in control of your income, expenses, and investments
  • Investment plan for NRIs

Business Transition Planning

  • Financial restricting for your business diversification
  • Cash flow assessment
  • Incorporation of companies

Credit document facilitation

  • Liaison with banks for procuring loans and advances
  • Education loan for studies at abroad

Loan transfers and asset management

  • Manage your collateral security and restructure term loans
  • Shift the loans and advance in your favour

We are a leading provider of financial planning consultancy services that enable our business partners and clients to meet their strategic business objectives. We also provide consultancy services in the areas of Business Transition Planning, Credit document facilitation, Loan transfers and asset management, Stressed Assets Management, Retirement Planning, review the financial process controls, and project management.

Stressed Assets Management

Stressed Assets Management

Retirement Planning

Retirement Planning