Wealth Management
We are one of the few financial planning firms catering to Non-Resident Indians. Our clients come from a broad range of backgrounds, and they include successful professionals, corporate executives, business owners, entrepreneurs, high net worth individuals and their families. While our clients have substantial resources, what they also have in common is a need for personal financial guidance and counsel – for an experienced and knowledgeable professional to help them navigate their complex needs and changing circumstances over time, and to help manage their wealth so that they can pursue and fulfill their financial aspirations.
As an independent Registered Investment Advisor, we are agnostic with regards to investment selection. We choose investments that are in our clients’ best interest and align with their values. In other words, we help our clients achieve true financial serenity by adding diversification:
Alternative Strategies
Public Equity
- ETFs
- Bonds
- Private Equity
- Private Credit
- Venture Capital
- Hedge Funds
- Structured Notes
- Sophisticated insurance products
We are able to use life insurance, variable annuities, and other strategies to defer and mitigate taxes. Variable universal life insurance and private placement variable life insurance allow our clients to invest in Variable Investment Trusts within the policy. Variable Investment Trusts are Separately Managed Accounts that mimic corresponding indexes, mutual funds, or hedge funds. Separately Managed Accounts are held away from the general account, protecting the client from credit risk. The cash value in these accounts depends upon the performance of the investments held in the policy. If structured appropriately, the growth of these policies is not subject to capital gains tax, allowing the client tax-free compounded growth. Clients can also distribute these assets tax free. In addition, the death benefits associated with these policies pay out tax free as well.