Our Services

Six disciplines. One fiduciary.

Comprehensive, conflict-free wealth advisory across six practice areas — all built around your goals, not our products.

01 / Wealth Management

Wealth Management

Portfolio construction across equity, fixed income, alternatives, PMS, and AIF. Product-agnostic and open architecture — we choose what is right for you, not what pays us.

  • Open architecture — we choose products on merit, not commission
  • Portfolio construction across equity, fixed income, PMS, and AIF
  • Disciplined asset allocation aligned to your risk profile and timeline
  • Regular portfolio review and rebalancing
  • Direct plans only — no distribution incentives
Wealth management advisory
Investment advisory

02 / Investment Advisory

Investment Advisory

Unbiased investment counsel across every asset class. Direct equity, mutual funds, bonds, structured products, AIFs, and private markets — evaluated purely on merit.

  • Unbiased counsel across every major asset class
  • Direct equity research and stock advisory
  • Mutual funds, bonds, and structured product evaluation
  • Access to AIFs and private market opportunities
  • No commissions — advice evaluated purely on merit

03 / Financial Planning

Financial Planning

Goal-based planning covering cash flow, tax optimisation, retirement modelling, and insurance strategy. Your complete roadmap — built around your life.

  • Goal-based planning for retirement, education, and major milestones
  • Cash flow analysis and optimisation
  • Tax-efficient investment structuring
  • Insurance strategy and coverage assessment
  • Regular financial health reviews
Financial planning
Estate and succession planning

04 / Estate & Succession

Estate & Succession

Wills, trusts, and intergenerational wealth transfer strategies. For families who think across generations, not just quarters. We also guide families in setting up structured family offices.

  • Will drafting coordination and estate documentation
  • Trust structure design for seamless wealth transfer
  • Business succession and ownership transition frameworks
  • Family office setup — governance, IPS, and entity structuring
  • Tax-efficient inheritance and gift planning

05 / Tax Planning

Tax Planning

Integrated tax strategy spanning LTCG, STCG, income tax, and cross-border obligations. Embedded in every recommendation — not an afterthought.

  • LTCG and STCG tax optimisation across asset classes
  • Income tax planning integrated with investment strategy
  • Cross-border tax planning for globally mobile clients
  • Tax-efficient portfolio structuring and rebalancing
  • Tax considerations embedded in every recommendation
Tax planning strategy
NRI and cross-border advisory

06 / NRI & Cross-Border

NRI & Cross-Border

FEMA, LRS, repatriation planning, and India portfolio access for globally mobile families. Clarity on complexity that most advisers cannot navigate.

  • FEMA-compliant investment structuring for NRIs
  • LRS planning and remittance optimisation
  • Repatriation planning and NRE/NRO structuring
  • India-focused portfolio construction for overseas families
  • Cross-border tax planning across India and key jurisdictions

Private Consultation

Begin the conversation.

We work with a small number of clients. An unhurried first meeting — without obligation.

Book a Private Consultationsupport@wealthdoor.in