Global Wealth. Global Mobility. One Plan.
Portfolio advisory, global residency and international structuring for India’s founders, promoters and CXOs.
Book a consultation Explore XC PortfoliosThree disciplines. One advisor.
Wealth Management
Research-driven equity portfolios across India and the US. Clear strategy, no product-pushing.
Investment Migration
Residency and citizenship by investment. We shortlist the right programme and manage the process end to end.
Global Structuring
Offshore banking, international tax planning and company formation, all coordinated.
Built for people who build things.
One plan, not three advisors
Your portfolio, residency and structure designed to work together.
Built for founders
Concentrated holdings, liquidity events and promoter wealth are our everyday work.
Data over opinion
Every recommendation is backed by systematic, quantitative research.
Small by choice
A focused client list means you deal with the advisor, not a call centre.
Factor investing, done properly.
Rules-based portfolios built on decades of market research, not tips or hunches.
XC Value
Quality businesses bought at sensible prices.
XC Momentum
Stocks the market is already rewarding.
XC Profitability
Companies that consistently turn capital into profit.
From first call to ongoing care.
Talk
A 30-minute call to understand your goals.
Plan
A written blueprint covering investments, residency and structure.
Execute
We implement with you, step by step.
Review
Regular check-ins as markets and life change.
Ready to plan your next move?
Start with a confidential conversation.
Book a consultation