Transcend stands for… Excelling, Rising above & Going beyond. Our services are availed by individuals all across the country and the world.
Our vision is to be recognised as the citadel of financial control and security by our clients. We aim to be a conglomerate of people that is a world-class service provider of personal & business solutions.
Our mission is to set families on the right path to prosperity through unbiased advice, focus, discipline, and a process driven methodology. We try our best to ensure that our clients never commit any financial mistake. Over we make every attempt to add value to people, families and organisations through dedicated effort, continuous learning and innovation.
Transcend Consulting (India) Private Limited (TCIPL) is a consulting firm providing services within the Financial Services Sector and was established in April 2004 by individuals having extensive domestic and international experience. This rich experience has brought enormous value to our clients, enriched them to grow further and much beyond.
We are amongst the first companies offering such professional Financial Planning & Wealth Management services in India. The backbone of Transcend is its people, a team of qualified professionals possessing core competencies in the various lines of services offered by Transcend.
Broadly our consulting lines of business include:
Personal Finance Consulting – For Individuals & Families
- Comprehensive Financial Planning
- Wealth Management
- Estate Planning
- Family Office Services
- Book-keeping, Tax Management
Financial Services Consulting – For Financial Institutions
- Alternate Distribution
- Channel Management
- Sales Management
- Capability Development
Management Consulting & Research – For Family Business & SMEs
- Business Setup Planning
- Business Structure & Planning
- Viability & Project Analysis
- Financial Management
Training – For Individuals & Families
- Financial Services
- Family Business Management
- Financial Management in Family Business
TCIPL runs its planning, consulting & management practice for individuals and their family. Our clients are corporate salaried employees, self-employed individuals, professionals and families located across India, USA, Europe, Middle East & South East Asia. Clients are advised on each and every matter of personal finance including financial planning, wealth management, taxation, law, inheritance planning, general financial and business management. In totality we manage financial affairs of over 200 client families across the world.
The company offers these services to individuals directly as well as via its partner network .We currently have partners from many parts of the country and continue building this network to have a larger reach and presence.
Our consultants have undertaken financial services assignments with financial institutions both nationally and internationally in countries such as India, Singapore, Malaysia, & Indonesia. For its corporate customers TCIPL regularly conducts seminar, workshops & training programs for the benefit of their customers and employees in the area of Financial Planning & Wealth Management.
TCIPL’s Financial Planning & Wealth Management services are very well showcased across all media. One of our founder directors Mr. Kartik Jhaveri appears regularly on personal finance shows of TV channels like CNBC, CNBC Aawaz, Bloomberg UTV, CNN-IBN, DD, NDTV. In these shows he advises individuals on matters of their Financial Planning. He also writes regularly on subjects of Financial Planning, Wealth Management, Retirement Planning, Behavioural Finance etc in both print and electronic media. His views, analysis and opinion are published in various publications, websites and dailies. To know more, type "kartik jhaveri" or "transcend consulting" or "transcend india" or “kartik Jhaveri transcend” into your search engine.