ABOUT JATIN
I have a decade of financial experience across US and India markets, and has advised a start-up venture fund for investments across high-growth sectors. My investment approach focuses on long term wealth creation through - prudent asset allocation, cross-border opportunity planning, and effective tax planning. I focus on US based NRIs to help them benefit from both the growth opportunities offered by Indian markets and the innovation happening in the US markets.
Our Journey
OUR SERVICES
Tailored portfolio management services designed exclusively for NRIs to capture opportunities across both the US and India.
Suitable for: Investors looking for complete wealth management solution
Get your DIY portfolio reviewed to optimize your asset allocation to maximize risk adjusted returns, and align with your financial goals.
Suitable for: DIY Investors looking for a second opinion to fine tune their portfolio
Reach out for any general queries around taxation, insurance, retirement accounts investment plan, and general financial queries (should i invest in second real estate, mutual funds etc.)
Suitable for: Investors who have a specific query and looking for a one time advice.
OUR CLIENTS
PROFILE
Working professionals
Non-resident Indians
Networth >$250K
NEEDS
Financial growth
Attain financial
goals
Cross border investments
EXPECTS
Regular Communication
Trust & Transparency
No stress
