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HNI Services

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MY FAME
My Financial Analyst, Management & Execution

 

MY FAME

My Financial Analyst, Management & Execution

MY FAME delivers a family-office-style financial management solution for HNIs with complex and global portfolios. We establish complete financial visibility through structured reporting, ongoing bookkeeping, consolidated investment tracking, and tax planning. From compliance to cross-border coordination, we ensure tax efficiency, transparency, and disciplined execution — all through a single trusted partner.

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MY Watch
Wealth Analysis, Tracking & Consolidation

 

My WATCH

Wealth Analysis, Tracking & Consolidation



MY WATCH provides a unified dashboard of all Indian and global investments. Designed for HNIs and business families, it consolidates assets across equity, real estate, private investments, and global portfolios. With performance benchmarking and structured reporting, it enhances financial control, governance clarity, and long-term wealth alignment.

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MY R-ESTATE
Real Estate Sale, Structuring & Tax Advisory

 

MY R-ESTATE

Real Estate Sale, Structuring & Tax Advisory

MY R-ESTATE offers end-to-end support for property transactions in India. From due diligence and valuation to capital gains planning and regulatory compliance, we structure transactions to maximize take-home value. For NRIs, we manage repatriation, FEMA compliance, and TDS optimization — ensuring smooth, tax-efficient execution.

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MY BRIDGE
Cross-Border Tax & Residency Advisory

 

MY BRIDGE

Cross-Border Tax & Residency Advisory


MY BRIDGE supports individuals managing global income, investments, or relocation. We determine tax residency, structure worldwide income efficiently, and ensure FEMA and DTAA compliance. Whether moving abroad or returning to India, we safeguard international wealth and minimize cross-border tax exposure.

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MY SHARE
Unlisted Share & Equity Transaction Advisory

 

MY SHARE

Unlisted Share & Equity Transaction Advisory

MY SHARE manages the purchase, sale, and transfer of unlisted shares with full legal and tax compliance. From fair valuation and structuring to capital gains planning and documentation, we ensure seamless execution. For NRIs and HNIs, we also optimize repatriation and cross-border tax planning.

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MY TAX
Strategic Tax Planning & Annual Compliance

 

MY TAX

Strategic Tax Planning & Annual Compliance

MY TAX delivers year-round tax advisory and compliance management. We compute liabilities, plan advance tax, identify deductions, and ensure accurate ITR filing. By aligning tax strategy with long-term financial goals, we reduce exposure, enhance savings, and maintain complete compliance.

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MY SHIELD
Tax Litigation, Summons & Investigation Support

 

MY SHIELD

Tax Litigation, Summons & Investigation Support

MY SHIELD provides expert representation during tax notices, hearings, and investigations. We manage documentation, submissions, and authority interactions while mitigating penalties and risk. Our approach protects financial credibility and ensures structured, compliant legal defense

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MY FOREIGN
Overseas Investment Structuring & Compliance

 

MY FOREIGN

Overseas Investment Structuring & Compliance


MY FOREIGN assists HNIs in planning and managing international investments. We structure overseas holdings under FEMA, DTAA, and regulatory frameworks while ensuring complete reporting compliance. Our advisory enables tax-efficient global portfolio expansion with long-term security

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MY MIGRATE
Global Mobility & Residency Tax Advisory

 

MY MIGRATE

Global Mobility & Residency Tax Advisory

MY MIGRATE supports individuals relocating internationally with structured tax and compliance planning. We assess residency status, map global income exposure, and align asset ownership across jurisdictions. The result is seamless global mobility with minimized tax leakage and regulatory clarity.

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My CAPITAL
Comprehensive Advisory for Property Investment, Transfer, Assessment & Liquidation

 

My CAPITAL

Comprehensive Advisory for Property
Investment, Transfer, Assessment &
Liquidation

Advisory that Transforms Property into Prosperity

Because a property sale is more than
a transaction—
it’s a moment where clarity,
compliance, and smart planning
decide what you truly take home

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My VITAL
Valuation & Income/ Tax Transaction Advisory for Liquidity

 

My VITAL

valuation & Income/Tax Transaction
Advisory for Liquidity

Strategic Advisory That Maximizes Tax Impact

My VITAL gives you a clear, advisory-led view
of your unlisted share transactions—offering
tax planning, structuring guidance,
compliance support, and end-to-end
implementation for every liquidity event.

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