Fintoo

Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped 1,40,000+ clients across the country to achieve their financial goals such as, Financial Planning, Investment Planning, Mutual Funds, Tax Planning, Tax Saving, Wealth Creation, Child Education, Emergency Fund Creation and Retirement Planning. How We Do It: Fintoo’s one-of-a-kind Robo Advisor is exclusively developed to deliver completely customized, reliable and result oriented financial and investment planning solutions. Following a carefully developed process wherein our AI-Driven financial advisor focuses on understanding you, your family, your lifestyle and all the minute details that describe your current financial position and highlight your future aspirations, financial goals and most important, retirement goals. After getting the required inputs, the Robo advisor's technically advanced algorithm enables it to perform complex calculations based on several probabilities and ultimately create a completely customised financial plan for you that will guide you at every step of your financial journey and help you achieve your desired financial goals. Why not try our financial planning tool and take your first step towards realising your financial goals?

Happyness Factory

We help people make their lives HappyRich through goal-based investing and help wealth management businesses thrive. We challenge the common notion that the key to happiness is to make more money, as we strongly believe that money is just a way to achieve your goals and shape a HappyRich life. So, by adding a unique twist to the familiar concept of investment planning, we seek to understand what makes you happy.

LGT Wealth India

LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitization represents a key pillar of how we continually innovate to find better ways of doing things - today and for the future. LGT Wealth India is majority owned by LGT Group, a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. We offer comprehensive investment solutions for private investors, with a particular focus on entrepreneurial and family wealth, drawing from the legacy of LGT’s long-standing experience in managing the assets of the Princely Family. The global scale and access of LGT, combined with its stability, deep client focus and long-term approach, will enable us to build relationships that transcend generations with you. A new era in private wealth begins here. Visit www.lgtindia.in for more details

beacon trusteeship limited

Beacon has been formed by a group of ex-bankers and professionals from the similar domain with high amount of experience in the Trusteeship business. Beacon's potential clientele comprises of Banks, Financial Institutions including Insurance Companies, Mutual Funds and NBFCs, Government organizations, AIFs, MNCs, Family offices and High Net-worth Individuals in India and overseas. Its Board of Directors comprises of industry luminaries who are the company's constant source of high standards of corporate governance. Our services are aimed at procuring the maximum benefits to our clients and enhancing client satisfaction. As Trustees, we ensure compliance with all statutory requirements and believe in the highest ethical standards and best practices in Corporate Governance. Our aim is to achieve their trust by letting them see the quality and excellence of our services. We are generally held to a prudent standard in regard to meeting our responsibilities, and we believe in meeting your expectations and maintaining our growth standards. Hence, our enquiry of the Scope of Work of the Transaction in question is thorough. All transaction documents are vetted by us and we may suggest or advice our clients on the structure of the transaction from Operational & Legal opinion, if required. The next step is the Execution of all the documents and carrying out of compliances. We offer the entire spectrum of Trustee services by combining our capabilities with our in-depth knowledge. As a reflection of our commitment to our clients, our team continually strives to provide expert services and to cater to the changing market needs. We value the enduring relationships with our clients based on Confidentiality, Ethics and Trust and have imbibed the same into our work culture. The synergy contributed by the team shall singularly contribute to every milestone we achieve and every ethically sanctified delivery we provide.

Venture Care Services (P) Ltd

Venture Care is a premier one-stop online solutions company, committed to providing customized and practical solutions that help businesses grow. Our team comprises experts in diverse fields such as Chartered Accountants, Business Planners, Technocrats, Strategists, Senior Bankers, Company Secretaries, and Tax Experts. Our passion lies in helping our clients achieve their business aspirations by generating ideas, taking action, and delivering results within defined timelines. We specialize in offering affordable solutions that cater to the unique needs of each client, whether it is a small enterprise starting up or an established business looking to expand. At Venture Care, our vision is to become the world's leading online business solutions company, and we strive to achieve this by delivering effective solutions to our clients in areas such as Private Equity, Venture Capital, Angel Investing, Fundraising, and Investment Banking. Our work culture is founded on strong values, and our team is dedicated to providing exceptional services to our clients. We are passionate about helping businesses grow and achieve their goals, and we constantly seek innovative ways to help our clients succeed. Visit - https://www.venture-care.com