Simplifying Wealth, Compliance, and Legacy

One Subscription. Infinite Peace of Mind.

KEY FEATURES

One-Stop Solution

Customized for You

Expert-Led, Technology-Driven

PACKAGES AVAILABLE:

Prince

₹999/month
Ideal for: Salaried Individuals & Freelancers

  • Personal tax filing & basic salary tax planning.
  • Self-service compliance checklists and reminders.
  • Basic portfolio tracker & quarterly market newsletter.
  • 1-hour annual expert consultation (tax/investment).
  • Access to full E-book library; research papers (50% off).
  • Online client portal & AI chatbot support.
  • Merchandise: Welcome T-shirt.
King

₹3,499/month
Ideal for: Small Businesses, Entrepreneurs, Professionals

  • Personal & business tax compliance (GST, income tax).
  • Statutory audit for one entity & basic internal audit support.
  • Quarterly wealth advisor calls; discounted Portfolio Management Service (PMS) access.
  • Advisory on optimal business structuring & basic asset protection.
  • Approximately 5 hours/year strategic consultations; email-based query support.
  • All E-books + 2 complimentary research papers/year; premium financial newsletter.
  • Accounting software (GST automation) and basic CRM tools.
  • Merchandise: T-shirt plus choice of mug/notebook, quarterly virtual networking events.
Emperor

₹7,999/month
Ideal for: Established Businesses, HNWIs, Global Clients (NRIs)

  • Comprehensive domestic tax services with advanced optimization and audit priority.
  • Multiple entity statutory and internal audits; NRI/FEMA compliance assistance.
  • Active portfolio management; quarterly wealth management reviews & international investment guidance.
  • Advisory on offshore entity & trust structuring (single jurisdiction), comprehensive estate planning.
  • 12 hours/year expert strategic consultation (monthly calls), faster response.
  • Full access to all E-books and research papers, exclusive quarterly reports and live webinars.
  • Multi-user accounting software, advanced portfolio management dashboard with dynamic analytics.
  • Merchandise: Premium executive diary & apparel pack; invitation to annual in-person networking event.
Godfather

₹19,999/month
Ideal for: Ultra-HNWIs, Family Offices, Large Corporates

  • Dedicated global tax advisory; aggressive corporate tax structuring & optimization.
  • Comprehensive global compliance and audits (including complex RBI/FEMA compliance).
  • Dedicated wealth manager providing customized portfolio management; exclusive investment opportunities; guidance for IPOs, mergers, and distressed asset investments.
  • Full-spectrum global offshore & trust structuring; advanced legal support for grey-area industries.
  • Unlimited advisory consultations; dedicated virtual CFO & financial concierge service available anytime.
  • Custom research, personalized reports, and priority early access to all new publications.
  • Advanced custom tech integrations, digital dashboards consolidating all compliance and financial data, early access to new AI-driven tools.
  • Merchandise: Luxury branded apparel/accessories; VIP event invitations, including annual retreats and roundtables with high-profile investors.
Saint

₹14,999/month
Ideal for: NGOs, Ethical Enterprises, Ultra-compliant Individuals

  • Comprehensive tax services emphasizing regulatory compliance and transparency, including charitable tax exemption filings.
  • Rigorous compliance management and detailed audit services tailored specifically for NGOs and grant management.
  • Standard wealth management with a focus on ethical investments (ESG, impact investing), guidance on fundraising and grant sourcing.
  • Advisory for establishing charitable trusts or nonprofit structures, ethical estate planning, and legacy structuring.
  • 8 hours/year consulting with an emphasis on compliance, ethical finance strategies, charitable activities, and transparent operations.
  • Full access to all educational content, research, compliance certification courses, and specialized workshops.
  • Comprehensive tech tools with automation tailored to compliance needs; custom NGO finance dashboard or impact tracking and donor management tools.
  • Merchandise: Exclusive merch with proceeds donated to charity; invites to philanthropy-focused events and inclusion in a specialized community of ethically-driven investors and social entrepreneurs.

COMPARISION OF PACKAGES.

Every financial solution under one roof—tailored, transparent, trusted

Click on the book your time button, select your appointment time and press add to cart, then head to checkout.

CONFIDENTIAL, TRANSPARENT.

We keep your information to ourselves and all the services are transparent, no hidden charges. You also get to directly talk to chief/ our top-tier advisors.

Service details

Professional Insight

Benefit from expert knowledge to ensure the best output/discussion.

Transparent Pricing

In-depth session with no hidden charges. 

Privacy

Your personal details are safe and secure during the process. 

Confidential

All advice and discussions are classified, hence assuring privacy and trust of our clients. 

FAQs

Please read our FAQs page to find out more.

What happens after I purchase a service?

You will receive an automated confirmation email if you've entered your email at the checkout. After a shirt while, you will also receive a call from our confirming the details and the time of the meeting.

How do you ensure the confidentiality of my information?

Confidentiality is at the core of our services. All consultations and transactions are handled securely, and we implement strict data protection measures. Non-disclosure agreements (NDAs) when required are signed to protect your sensitive information. We have systems in place to ensure that your data remains private and is used only for the purposes of our professional advisory services. We also involve a very limited team members while doing the consultations.

What platform will be used for the meeting?

We usually opt for Google Meet or Zoom to have all our sessions.

Do you work with clients internationally?

Yes, we provide consultancy services to clients globally. Whether you’re located in North America, Europe, Asia, or anywhere else, we are equipped to assist you with international financial matters, including taxation, transfer pricing, and funding. Our team is knowledgeable about cross-border financial regulations and can offer expert advice no matter where you're based.

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