What we do
What We Actually Do
NRI Services
We have a team of dedicated experts who manage ONLY NRI customers. The team is led by Mr. Gagan Kasliwal who is an ex-banker worked in the NRI division of India’s top international banks.
This division serves as a ONE STOP SOLUTION FOR NRIs taking care of -
Investments in India
Foreign Currency Exchange (both cash buying and selling)
Compliance related - NRO to NRE transfer
Issuance of Form 15CA/CB
Transferring of funds outside India
Buying Property in India
Tax Filling and Related services.
Any other need’s apart from those mentioned above would also be handled as per individual customer requirements.
Wealth Management
We cater to individuals looking to invest their money and assist them in building their portfolio after understanding their needs and creating a financial plan. We have a inhouse team of wealth advisors who on regular basis keep track on schemes performances and any recommendation thereon and offer solutions as per individual financial plan
Tax Planning and Related Services
We have a team of dedicated Chartered Accountants and Tax Managers who take care of specific needs pertaining to tax planning and filling of income tax or other related services. The team is managed by Ms Astha Agrawal (FCA) who is a Qualified Charted Accountant.
Loans
Loan requirements for you as per your needs and specifications is handled by our Consultant and advisors. Our Promoter Ms. Ashmita Kasliwal manages this division.
Real Estate
We have tied-up with builders and undergo a personal scrutiny before we suggest any project to our client for their purchase. We have a list of selected projects PAN India and we get a best deal for you after negotiating with the builder directly.