PERSONALISED INVESTMENT MANAGERS

Investment Management

Parasol

Symbol of Royalty and Protection
Customized Plans that ensure your needs and aspirations are balanced



Each Client is unique.

Personalization in line with your Financial Goals with a 360o approach ensures that we deliver sustainable Alpha returns through your journey with us.

Let’s make every rupee earned work harder for you.

Each Client is unique.

Personalization in line with your Financial Goals with a 360o approach ensures that we deliver sustainable Alpha returns through your journey with us.

Let’s make every rupee earned work harder for you.


Client Speak

Mr. Gaurav Gandhi

Director & CGM, Amazon Prime Video (India)
MUMBAI • CLIENT FROM 2006

“The two most important things when one is taking an investment advice are TRUST and a PERSONALISED approach. One needs to be sure that the advice is unbiased & there is no ulterior motive other than to that maximize returns for the client concerned. One also need to be sure that the advice is customized to the need of the client and the advisory firm understands the client well enough (including the investment psyche & the risk taking ability). Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients – be it in term of investments, insurance or building a corpus for any long term need.”

VIEW TESTIMONIALS

 


Client Speak

Mr. Gaurav Gandhi
Director & CGM, Amazon Prime Video (India)
MUMBAI • CLIENT FROM 2006

READ TESTIMONIAL
“The two most important things when one is taking an investment advice are TRUST and a PERSONALISED approach. One needs to be sure that the advice is unbiased & there is no ulterior motive other than to that maximize returns for the client concerned. One also need to be sure that the advice is customized to the need of the client and the advisory firm understands the client well enough (including the investment psyche & the risk taking ability). Mimi & her team evoke that kind of TRUST and COMFORT for every advise they give their clients – be it in term of investments, insurance or building a corpus for any long term need.”
VIEW TESTIMONIALS



INVESTMENT PLANNING


INSURANCE PLANNING

Plan for good times and bad.


ADDITIONAL SERVICES


Will & Estate

Clear Succession & Inheritance Planning

Registration of Will

Transfers of Investments as per Succession


Real Estate

REIT's

Real Estate Funds PE Funds

Buy/Sell/Rent/Lease Building

Construction & Renovation


Taxation & Audit

Tax Consultation

Tax Estimation

ITR Filing


Social Responsibility

Donations/Bequeaths to Charitable Causes

Creation of Vehicles/Trust for Charitable Causes