Families we Serve

For Salaried Executives

Senior executives working at corporates for 20 years face a unique challenge: Access to Information & Lack of Time. With children, work and personal commitments executives commit to large insurance premiums or investment products without truly understanding their needs and financial requirements, let alone the terms & conditions.

Challenges we have successfully overcome for executives

Develop Tax-efficient Retirement Strategies

Ensure Financial Independence

Achieve Financial Goals and Create a Legacy


We begin this journey by understanding your requirements as a family. Step one of our journey begins with answering the below questions:

  • Monthly Pension: Can I afford a tax-efficient inflation adjusted pension?
  • Outlive Pension: What if I outlive my pension? Do I have enough reserves?
  • Protect Savings: Can I afford ill-health & 16% healthcare inflation?
  • Managing People: Can my Investments, Tax, Estates & Will be coordinated and managed by one firm?
  • Protect Family: Can I efficiently transfer my Money, Land & Gold as per my Registered Will and avoid family disputes ?

Age: 35 – 55

Working at large corporates

Parent with kids

Planning driven & Family oriented

We protect your wealth and create a holistic inflation-adjusted pension plan along with a contingency fund to fulfill all your life’s ambitions and to help you create a Legacy!

Our comprehensive approach of Wealth Distribution, Inflation adjusted Pensions, Real Estate Consolidation, Writing a Will and Risk Protection leads you to Safeguarding your Retirement: Our Fiduciary Duty!

Solution Framework


Will & Estate Planning
Asset Distribution: Estates & Gold
Outliving Pension – Medical Corpus


Tax Free Monthly Pension
Eliminate Taxes & Risk
Family: Birthdays & Vacations


ill Health & Disability
Market Values & Goals
Emergency & Pandemic


Disability & Epidemic Planning
Manage: Tax, Investment & Bankers
Grand Child: Education & Gifts