Our Projects
Recent Completed Projects
Wealth Management
Portfolio Revamp
Restructured high-net-worth client's portfolio, achieving 28% annualized return through strategic asset allocation and risk diversification.
Investment Advisory
Startup Funding Plan
Crafted a successful funding strategy for a fintech startup, securing ₹5 Cr in Series A with strong investor interest and clarity on ROI.
Tax Planning
Corporate Tax Optimization
Implemented advanced tax-saving instruments for an SME, reducing liability by 34% while ensuring full compliance and audit readiness.
Retirement Planning
Golden Future Plan
Structured a retirement corpus for a senior professional ensuring inflation-protected income stream for the next 30 years.
