Portfolio Management
SEBI-Compliant Investment Advisory
Comprehensive wealth management solutions tailored to your risk profile and financial goals. From equity research to asset allocation, we manage your investments with discipline and transparency.
Mutual Fund Advisory
- SIP planning & portfolio construction
- Fund selection across equity, debt & hybrid
- ELSS tax-saving fund recommendations
- Regular portfolio review & rebalancing
Equity & Stock Advisory
- Fundamental & technical research
- Direct equity portfolio management
- IPO analysis and subscription guidance
- Sector rotation strategies
Goal-Based Planning
- Retirement corpus planning
- Child education & marriage planning
- Wealth creation strategies
- Risk profiling & asset allocation
Alternative Investments
- NPS & EPF optimisation
- Gold & sovereign bonds
- REITs and InvITs
- Fixed income instruments
Taxation Advisory & Compliance
End-to-End Tax Planning & Filing
Expert tax advisory for individuals and businesses — from ITR filing and GST compliance to advance tax planning and deduction optimisation. We ensure you pay the right tax, not more.
Income Tax (ITR) Filing
- ITR-1 to ITR-4 for all income types
- Old vs new regime optimisation
- Capital gains computation & reporting
- Foreign income & DTAA claims
GST Services
- GST registration (regular & composition)
- GSTR-1, GSTR-3B, GSTR-9 filing
- Input tax credit (ITC) reconciliation
- GST audit & annual returns
Tax Planning
- Section 80C/80D/80G maximisation
- HRA, LTA & salary restructuring
- Advance tax computation
- Tax-loss harvesting strategies
Compliance & Notices
- TDS filing & reconciliation
- Income tax notice handling
- Assessment & scrutiny support
- Rectification & revised returns
Real Estate Transactions
RERA-Compliant Property Advisory
Full-spectrum real estate advisory — from property search and due diligence to transaction closure. We bring legal, financial, and market expertise to every property decision you make.
Property Search & Selection
- Residential — apartments, villas, plots
- Commercial — offices, retail, warehouses
- RERA-verified project listings
- Location & neighbourhood analysis
Due Diligence & Legal
- Title search & encumbrance check
- Builder verification & project status
- Sale deed & agreement review
- Registration & stamp duty guidance
Investment Properties
- Rental yield & capital appreciation analysis
- Pre-launch & under-construction investments
- NRI property purchase advisory
- REITs & commercial property investment
Home Loan Assistance
- Best rate comparison across 15+ banks
- PMAY & affordable housing schemes
- Loan against property (LAP)
- Balance transfer & refinancing
Retail Lending
Curated Loan Solutions
Access the best loan products from leading banks and NBFCs — personal, home, vehicle, business, and education loans. We do the paperwork, you get the best deal.
Personal & Consumer Loans
- Personal loan up to ₹40 lakhs
- Consumer durable financing
- Medical emergency loans
- Travel & education loans
Home & Property Loans
- Home purchase loans
- Home construction loans
- Loan against property (LAP)
- Plot purchase loans
Business Loans
- Working capital loans
- MSME & SME business loans
- Equipment & machinery finance
- Overdraft & cash credit facilities
Gold & Vehicle Loans
- Gold loan at competitive rates
- Car & two-wheeler loans
- Used vehicle financing
- Electric vehicle (EV) loans
Not Sure Where to Start?
Book a free 30-minute consultation with Sudheer and get a personalised financial roadmap.