SEBI Compliant • AMFI Registered ARN-344268 • IRS PTIN P03472019
Wealth Strategy & Cross-Border Tax
Mutual fund advisory and US tax preparation from one AMFI and IRS registered advisor — for people who'd rather not explain their situation to a different professional for every part of it.
What We Offer
Six services, one advisor, no hand-offs between them.
AMFI certified guidance on fund selection, portfolio construction, and rebalancing, matched to your risk profile and objectives.
Corpus calculations and structured plans built to get you to financial independence on your own timeline.
Active monitoring and rebalancing to maintain the asset allocation your risk-adjusted return target actually needs.
Strategic use of Section 80C, LTCG, and other provisions to reduce your tax liability while wealth accumulates.
Financial plans built around a specific goal — a home, education, a business — with defined timelines and milestones.
NRI / US-Based Clients
IRS Registered Tax Preparer (PTIN P03472019). Federal and state tax returns for NRIs and Indian-origin US residents — Indian financial expertise and US tax compliance, from the same advisor.
How It Works
A structured, client-first approach that puts your goals at the center of every decision.
Understanding your goals, risk tolerance, and current finances — a real conversation, not a sales pitch.
A full review of your portfolio, cash flow, insurance coverage, tax situation, and any gaps between them.
Specific recommendations — which funds, how much to allocate, and why each one makes sense for you.
Account opening, SIP setup, KYC, paperwork — guided from start to finish, not handed off midway.
Quarterly reviews and proactive adjustments as markets — and your life — change.
Questions or market anxiety don't wait for quarterly reviews. A call or message reaches Jasvinder directly.
Free Consultation
Schedule a free consultation with an AMFI certified advisor. No obligations — just a straight read on where you stand.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. AMFI Registered ARN-344268 | SEBI Compliant. Past performance is not indicative of future returns.
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