Investment Guidance for Business Owners
We help business owners to set up private wealth while balancing business needs of liquidity and capital along side the importance of creating private wealth.
The Business Owner Investment Challenge
Your cash flow is unpredictable
Some months are great, others are tight. You need investments that won't tie up money when a big opportunity comes up.
You don't have time to research options
You're busy running your business. Spending hours researching mutual funds and comparing returns isn't the best use of your time.
Business and personal money get complicated
How much should stay in the business? What should you invest personally?
How we Help Business Owners
We understand that business money works differently than salary income.
Your needs are unique:
- Investments that offer reasonable liquidity for opportunities
- Tax-efficient strategies that work with your business structure
- Options that can handle irregular investment amounts. We work with the entire range of investment products and services such as MFs, AIFs, PMS, Structured Products, Corporate Bond & FDs, Insurance, etc. You can choose one that best fits your needs. Most importantly: Just like your business has a CFO, think of us like your Investment Guide.