Everywhere we look, uncertainty seems louder than ever. Markets swing wildly. Inflation erodes confidence. Technology outpaces comprehension. Global events trigger…
Executive Summary (for busy promoters) Don’t pick. Sequence. The Bengaluru Reality “Either insurance or investment?” is like choosing pillars or rooms.…
Thesis: Every major move is a trade among four tensions — Preservation ↔ Growth | Liquidity ↔ Illiquidity | Control ↔ Freedom…
For Bengaluru’s business families and HNIs, wealth is more than numbers, it’s legacy. You’ve built, expanded, and protected your estate…
How to preserve your wealth, protect your business, and plan your legacy, without complexity or confusion. Over the years advising…
What if I told you that 90% of families lose their wealth by the third generation? This isn’t a myth. It’s…
In my years advising founders, family offices, and patriarchs managing portfolios of ₹100 Cr to ₹500 Cr, I’ve noticed one…
Why Affluent Families Need More Than Just a Lawyer, CA, or Advisor, They Need a Strategist Wealth is more than…
Estate planning in India involves a nuanced understanding of several interrelated laws. The Indian Succession Act, 1925, along with the Transfer of…
Discover how high-net-worth families and business owners can apply NPV analysis to make informed lease-versus-buy decisions—preserving liquidity, optimising taxes, and…