Why Transcend?
► Authentic Planning, Lifelong relationship & No hidden agenda
In India, Transcend is amongst the pioneers in financial planning and provides Authentic Financial Planning. An important component of such financial planning is estate planning. 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. Simply making a Will is not estate planning.
Getting all the paperwork in order, studying everything you have done so far, from checking simple nomination entries to the ultimate place in the division and distribution of your assets. The estate planning thread needs to pass through all such and many other aspects of your life.
We do not represent any financial institution and hence are in a unique position to totally focus on our customers and provide them with expert & unbiased professional advice.
Our services are well represented in the media via live personal finance shows on business channels like CNBC and CNBC Awaaz. Our articles are published in various publications, dailies & websites. We also conduct lecture series, counselling & seminars for individuals & NGO’s, training programs and intensive workshops for both individuals and companies.
Transcend is a single stop for advisory services in every area of personal finance. With professional approach, wide & in-depth expertise, efficient processes and ethics, our endeavour is to work with your life goals in perspective all the time.
In addition we help our clients manage anything and everything as may be needed to implement the plan viz., investments, life & non-life insurance, health insurance, tax planning, book-keeping, Income tax return filing, preparing Will, preparing trusts, formation of company, negotiation with banks / institutions, loans, credit/debit cards, business consulting etc and any other matter where you may need assistance.
Everything we do is driven by performance.
In planning & consulting we ensure that your plan is always on track and thus you your interests are safeguarded.
In fund management / investment etc you only pay us when there is profit else you do not pay us anything.