Global Wealth. Global Mobility. One Plan.
Portfolio advisory, global residency and international structuring for India’s founders, promoters and CXOs.
Most advisors sell you a product. We are paid by you, we advise you, and that is the whole arrangement — across your portfolio, your passport and your structure, planned as one thing.
Portfolios built on evidence, not opinion.
Research-driven equity advisory across Indian and global markets. Every holding comes out of a defined process, and nothing we recommend earns us a commission.
- Indian Portfolios ›
- Global Portfolios ›
- Indian Advisory ›
- Global Advisory ›
- Global Structuring ›
- Crypto Portfolios ›
A second residency is a plan, not a purchase.
Residency and citizenship by investment across 21 programmes. We shortlist on the merits, manage the process end to end, and tell you plainly when the answer is no.
- Residency by Investment ›
- Citizenship by Investment ›
- United States — EB-5 ›
- Portugal ›
- United Arab Emirates ›
- Greece ›
Built for people who build things.
Concentrated holdings, liquidity events and promoter wealth are our everyday work, not an exception we accommodate.
One plan, not three advisors
Your portfolio, residency and structure designed to work together.
Fee-only, always
No commissions, no trail fees, no payments from any product manufacturer.
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. Follow them yourself, with the reasoning set out in full.
Join the waitlistWhat we’re reading and writing.
Why Corporate Governance matters?
Corporate governance holds immense significance for businesses and society as a whole.
Position Sizing: The Underdog Parameter in Trading
Position sizing is the process of determining the appropriate size of each investment in a portfolio based on the investor’s risk tolerance, investment objectives, and the characteristics of the stock or asset under consideration.
What’s on the Way to your Trading Desk?: Technology That Matters
The financial industry has greatly benefited from technological advancements over the past 20 years.
Explained, in a few minutes.
Discussion on EB-5 Program | Sandip Thakkar | Part II
EB-5 Program in the year 2023.
Alternative Financing Options | Xumit Capital
How to finance your business using PE Capital
Non Fungible Tokens (NFTs): Creating, Minting, Transacting
How the NFTs changed the crypto space.
Ready to plan your next move?
Thirty minutes, no cost, no obligation. You will get an honest view either way.