WEALTH ADVISORY

Our services include

  • Strategic and Tactical Asset Allocation

  • Estate (wills & trust) and Succession planning

  • Auditing and Financial reporting

  • Taxation Advisory

  • Fixed Income Solutions

  • Merger & Acquisition

  • Mutual Funds & Stocks Portfolio



*Services may be provided directly by Sàwai and/or in coordination with Affiliates and/or other external third-party providers.

Wealth Advisory India Mutual Funds, Investments, Taxation Advisory