Anusha Lakhotia

Deeraj Shetty - Your Personal CFO

We are a SEBI Registered, boutique Retirement Advisory Firm focused on providing timely and transparent Wealth Protection and Wealth Creation solutions with an emphasis on Tax Efficiency & Risk Management. Our Motto: High Quality & Sustained Growth. Why are we successful? 1. Understand & Execute: Investments, liabilities, real estate taxation, income tax, insurance (Health, Life & General). 2. Administer & Manage: Payments, taxes, insurance premiums, writing a Will and planning your estates. 3. Cost & Tax Efficient: Eliminate hidden costs, high commissions, withdrawal charges & reduce income tax liability. How do we provide sustained returns? 1. Optimum Asset Allocation: Balance Risk-Reward principles, customized to suit your individual investment needs, time horizon and Risk Appetite. 2. Dynamic Portfolio Management: Neutralize market volatility and provide better Risk-adjusted returns. 3. Timely Reviews: We conduct quarterly reviews with clients to discuss- portfolio performance, change in financial goals &or family exigencies. Has it worked? Since inception in September 2011, we are blessed to be working with: a. Executives: Amazon, TCS, Titan, Infosys, IBM, Adobe, b. Lawyers: Amarchand Mangaldas & Trilegal c. Doctors: Aster Medical Group, Columbia Asia Hospital & Aveksha Hospital Can we manage client's outside Bangalore? We have clients in: India: Mumbai | Delhi | Pune | Bangalore | Chennai Middle East: Dubai | Bahrain | Kuwait APAC Region: Hong Kong | Singapore | Australia USA: California | New York | New Jersey (we no longer entertain US based NRI's; to be in compliance with RBI Guidelines) We stand accountable for our client's Hard Earned Money!