Dedicated Tax and Advisory Services for Individuals & Families
Providing personalized tax planning, compliance, succession planning, and wealth management advisory for high-net-worth individuals, promoters, and family offices.
- Personalized tax planning for high-net-worth individuals
- Succession planning for family wealth preservation
- Trust structuring & estate planning advice
- Proactive tax compliance & wealth optimization
Scope of Personalized Services
Catering to the unique financial needs of individuals and families:
Personal Income Tax
Personal income tax planning and comprehensive compliance management.
Capital Gains & Foreign Assets
Addressing capital gains tax and implications of foreign assets (Black Money Act).
Wealth Structuring
Advising on tax aspects of investments and wealth structuring.
Estate Planning
Estate and succession planning guidance, including trusts and wills advisory.
NRI Advisory
Navigating tax residency rules, particularly for Non-Resident Indians (NRIs).
FEMA Compliance
Ensuring FEMA compliance for personal international transactions.
Integrated Planning
Coordinating with other advisors (wealth managers, lawyers) for integrated planning.
Personalized Financial Guidance
Confidential and tailored advisory for high-net-worth individuals and families.
Why Tailored Advice is Needed
High-net-worth individuals and families often navigate complex financial landscapes involving:
- Diverse Assets: Complex portfolios with diverse domestic and international assets.
- Cross-Border Concerns: Multiple residency issues and international tax implications.
- Wealth Transfer: Significant generational wealth transfer considerations requiring careful planning.
- Regulatory Scrutiny: Increased regulatory scrutiny, especially on foreign assets and income.
- Holistic Requirements: Integrated, personalized advice is essential for effective tax management, robust compliance, wealth preservation, smooth succession, and achieving long-term financial objectives securely.
Our Methodical Approach
Relationship Building
Building long-term relationships grounded in trust and deep understanding of your unique financial situation and goals.
Integrated Tax & Wealth Planning
Integrating tax planning with broader wealth preservation and succession goals for a holistic approach to financial management.
Family Business Advisory
Leveraging experience in family business advisory for sensitive strategic guidance on succession and wealth transfer issues.
Comprehensive Compliance
Ensuring compliance and providing peace of mind regarding complex personal financial matters across domestic and international regulations.
Secure Your Personal Financial Future
Our discreet, comprehensive, and highly personalized support helps high-net-worth individuals and families navigate complex financial landscapes with confidence and security.