Services
Portfolio guidance and wealth planning
For families with investments spread across funds, deposits, insurance and property who want one considered plan.
- You get
- One consolidated statement
- Minimum
- No fixed minimum
- Reviews
- Every six months
- Your money
- Stays in your name
Over time most households collect investments the way a cupboard collects things: a few fixed deposits, SIPs started in different years, policies bought from a relative, some gold. Portfolio guidance brings all of it into one view and asks whether the whole still serves your goals.
We are a distributor, not a portfolio manager licensed to take discretionary control of your money. What we offer is a disciplined review and a plan you understand, with every transaction made in your own name and with your approval.
What we handle
Wealth planning, start to finish
Consolidated statement
All holdings in one document with allocation across equity, debt, gold and real estate.
Goal mapping
Each goal gets a target amount, a date and the investments assigned to it, so you can see progress.
Rebalancing
When equity runs ahead or a goal comes close, we suggest moves to bring the mix back to plan.
Retirement income
Systematic withdrawal plans and debt allocation for families who need monthly income from a corpus.
How it works
What happens after you get in touch
Gather
You share statements and policies. We build the consolidated view.
Plan
We present what is working, what overlaps and what is missing, with a proposed allocation.
Review
Twice a year, or when life changes, we meet and adjust.
Questions
Asked about wealth planning
No fixed minimum. The review is most useful once investments are spread across several products, which for many families is around ₹10 lakh and above.
No. Every investment stays in your name and every transaction is made with your consent. We explain the options and act only on your instruction.
Every six months is a sensible rhythm, plus whenever there is a major change such as a new job, a child, or a large expense.
Often handled together
Families who come for this also ask about
Ask us about wealth planning.
A first conversation is free and takes about thirty minutes, at the office in Angamaly or over a call.
Opposite St Martin's Shrine, Angamaly South P.O.
Angamaly, Kerala 683573
- Monday to Friday: 9:00 am to 6:00 pm
- Saturday: 9:00 am to 5:00 pm
Get directions
Ten minutes from Cochin International Airport