India's leading Financial Planning & Wealth Management company.

In India, Transcend is amongst the pioneers in financial planning and provides Authentic Financial Planning. Most importantly these services can be offered legally only by a qualified Certified Financial Planner or equivalent qualifications and not by any Broker, Agent, Chartered Accountant, etc. If you feel your friend, neighbour or CA is an expert on these and can guide you, then you are completely wrong because there is much more to it than what seems. Professionals working in Transcend carry the necessary license of Certified Financial Planner from FPSB (Financial Planning Standards Board, India) to practice it.

Transcend utilises scientific methods and custom built technology to arrive at a plan that will make your financial goals a reality. Today with changing taxation rules and availability of wide range of investment options like PPF, mutual funds, equity shares, commodities, insurance, debts, forex holding, bonds, overseas investments etc, planning needs to be extremely scientific and as a matter of utmost importance needs to be done meticulously.

Transcend’s Financial Planning & Wealth Management services are well represented in the media via live personal finance shows on business channels like CNBC, CNBC Awaaz, Zee Business, UTV Bloomberg, NDTV, CNN IBN, DD, 9X News etc.

Our articles are published in various publications, dailies & websites. Our views and comments have been quoted in virtually every news portal, newspaper, news journal and magazines.

We also conduct free corporate seminars on financial empowerment called "Carving My Future", run lecture series, counselling & seminars for individuals & NGO’s, training programs and intensive workshops for both individuals and companies.

Transcend is truly a one-stop-shop for all your financial needs.

Financial Planning		Plan preparation, Cashflows, Budgeting, Projections, Life Goal Management, Strategy Creation
Wealth Management		Investments across all avenues possible in India & Advice on offshore Investments
Insurance		Advice on Life Insurance, General Insurance, Home Insurance, Accidental Insurance, Motor Insurance, Health Insurance and all other types of Insurance.
Tax Planning		Tax Management, Filing Returns, IT Audit (with empanelled CA)
Estate Planning		Book keeping, Creation of documents (Will, Codicil, POA etc.), Creation of Entities (Family Company, Trust etc.)
Business Planning		Formation of company (partnership, private limited, proprietorship), Statutory Applications / Registrations (Service Tax, VAT, TAN, PAN, TDS), Negotiation / Representation to banks / institutions, Other general business consulting etc.
Liability Management		Managing loans, credit / debit cards,  CIBIL issues etc
Others		Any other matter where you may need assistance.

Everything we do is driven by performance.

In planning we ensure that your plan is always on track and thus your interests are safeguarded.

In Fund Management / Wealth Management / Investment Management you only pay us when there is profit else you do not pay us anything.