The India^Desk, it's a local thing

A more rewarding relationship

We serve the financial planning needs of both individuals and businesses and work independently for you rather than representing any one or group of product providers.

In addition to our cross-border financial planning expertise, The India Desk also provides local financial planning services and remote assistance to clients worldwide.

We provide financial solutions to clients which also includes appropriate property, planning and protection strategies.

We offer a bespoke service that is tailored to your needs.

Why are we different?

We choose to operate on a fee basis and should we receive a commission from any third party in relation to any transaction arranged for you, we will offset the amount received against any fees due.

This ensures that we place our client's interest first and are free to recommend the best possible solution available even if that means that we do not receive any commission payable to us.

Understanding and meeting the needs of our clients is of the utmost importance and this drives the work we do.

Your objectives

We will advise and offer solutions after we have assessed your needs and understood your objectives.

If the recommendations we make requires any chargeable work, we will inform you of this first before you/we decide to proceed any further.

Principal advisers

Our Advisers in India are registered & authorised by the Insurance Regulatory and Development Authority of India (IRDA) & the Pension Fund Regulatory Development of India (PFRDA) & the Association of Mutual Funds India (AMFI).

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The India Desk | New Delhi | Mumbai | Goa | Bangalore | Kolkata 011-41-551805

Initial discussions and reports are free of charge so contact us