We are a financial planning firm based in the heart of Silicon Valley. We primarily serve NRI’s in taking sound financial decisions. We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. At the individual level, financial planning should start early in your life. You need to plan well ahead to lead a comfortable life in old age. An NRI has various options to choose from when he/she is structuring his financial plan. There is no one-size-fits-all investment strategy that can be prescribed for everyone. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.