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Wealth Management​
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​
DIY Portfolio Review
Get your DIY portfolio reviewed to optimize your asset allocation to maximize risk adjusted returns, and align with your financial goals.
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Suitable for: DIY Investors looking for second opinion to fine tune their portfolio
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General Queries
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.
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