Hello Everyone. Hope your endeavors are leading to great financial windfalls. I’m a Pvt Banker with Anand Rathi & have helped clients amplify their wealth. Seeking 30 mins of your time to discuss.
We provide data-backed wealth advisory, keeping in mind four objectives:
-Sustained returns of 14% with a low risk on portfolio resulting in doubling of wealth in 5 years
-Limiting tax impact on portfolio to a 13% on an annualized basis
-Creating liability free assets to safeguard against external risks
-Establishing a clearly laid out estate plan to ensure near zero transmission loss of wealth from one generation to the next, i.e creation of wills