WHAT WE DO?
We help successful corporate executives and professionals who are concerned about reaching their life goals, handling the every increasing cost of living and putting their hard earned money to best use, build substantial personal wealth through careful planning and smart investing. Our services free our clients from financial worries and empowers them with knowledge and courage to spend time on what matters most.
HOW WE DO IT?
Through our unique and carefully designed "Prosperity Process", we help our clients navigate through their own beliefs and relationships with money, build healthy money behaviours and set for themselves inspiring goals. We then chart out a detailed plan of action to get to these goals. We also help our clients implement the plan and handhold them through the choppy journey of risk management, debt management, investing and succession planning till they reach their goals.
WHY DOES IT WORK?
Money is less about investing and more about behaviours. By focussing on the goals, beliefs, habits and all things controllable, our clients get into the investing world with eyes and mind open. With periodic interventions our clients know what is happening with their money and why it is happening. It gives them the courage to stick to plans - which eventually works.
WHO DO I HELP?
We help salaried Indian professionals at various stages of their career - they could be just starting off, going through mid career crisis or getting closer to retirement. Our customised service for each of these client categories gives them exactly what they need.
Guidance to invest in suitable products, someone who can explain the pros and cons and set up an easy way to invest and track the investments.
A trustworthy advisor who can act as a one point contact to handle all matters related to your money
Consolidating and improving longevity of your portfolio / generating passive income / be tax efficient and low cost and smoothly passing on assets to the next generation
Check out this new video on "Buy or Rent". Is renting a house really a waste of money? Is buying a house a wealth building idea? Watch this case study to make sense of this conundrum.
Bhuvanaa Shreeram is a AMFI registered Mutual Fund distributor - ARN - 110359