Systematic Plan

Systematic plan solutions seeks to provide a platform through which clients can navigate between the ‘impossible trinity’ of fast paced growth, control and risk with respect to succession and legacy planning

  • Advisory Services provide tools for seamless administration of portfolios invested through multiple brokers/distributors
  • Asset consolidation, wealth bank and nominations ensure complete control over family assets
  • Administration Mandate and structuring of investment entities ensures consistent investment strategies along with tax optimization