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.
100+
NRI clients
500cr+
client assets
>10yrs of experience
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
