The success of investments depends on the quality of decisions. And the quality of decisions depends on the quality of information available at the time of making decisions.
With our knowledge, experience and research, we provide truthful, complete and accurate information, analysis and recommendation in a transparent manner and provide relevant information to make quality decisions to achieve our clients’ financial or wealth goal.
As a part of our Financial / Investment Decisions advisory, we provide following services:
1. Financial Decisions:
As a Family CFO, we provide valuable insights to any financial decisions that are important for Family Finance which may be related to cash flow, income, expense, savings, investments, loan, finance, etc. or affect risks, returns, liquidity, taxation, compliance, goals.
We are able to understand a bigger picture of our client’s life as well as comprehend a 360 degree view of any situation or investment option and analyze the effect of various options on our client’s wealth, family, taxation, compliance as well as happiness, wellbeing and life . The information is explained to the clients in a timely manner resulting in better and informed financial decisions. We help them to better plan their financial life and minimize or completely avoid any money surprises in life.
2. PE, VC, Startup Investing
We help our clients shortlist a startup or target company after understanding their business idea, opportunities, team, growth opportunities, various risks of success, valuation, ownership share, structure of investments, terms of the deal, etc. We also guide you about how much to invest in which company at what valuation when and how and whether it is in consistent with your family’s wealth goals. We increase your rate of success as a private investor whether investing as an angel or private equity investor or venture capitalist.
3. PMS, AIF and Structured Investment Guidance
We evaluate various Portfolio Management Service (PMS) providers, Alternative Investment Funds (AIF) and structured products, evaluate risk and returns profile as well as current market scenarios and other factors, provide cost benefit analysis and advice whether investing in such products is consistent with IPS of the family and whether they could be a good addition to your current investments.
4. Currency investment, including Crypto / Virtual Currency, etc.
We guide you about currency movements over a long term and better position or structure investments in various geographies / currencies in the optimum manner to reach your life goals. With our guidance, our clients are better informed about taxation, compliance, risks and opportunities of investing in digital currency, NFTs and virtual assets.
5. GIFT City & International Investments
We advise for any investment through GIFT IFSC (Gujarat International Finance Tec City International Finance Services Center). Additionally, our advice for international investments helps our client diversify their investments and invest in truly global multi asset portfolio.