Why Transcend?
► Authentic Services... Lifelong relationship & No hidden agenda
In India, Transcend is amongst the pioneers and provides Authentic Financial Planning, Wealth Management services inclusive of Family Office Services. You know that there are matters that are beyond your friend, neighbour, relative or even your CA who is an expert only for a specific area. As you already know overall financial management is much more than what seems.
Only a private firm such as us can boast of a lifelong relationship. This is an indispensable need and only someone who is totally on your side for life can represent you & your family.
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.
We play the role of a single contact point aka your personal finance manager to co-ordinate with various persons and firms serving your financial needs. From mere representation to the world, to negotiating your interests with anyone as needed, to executing your estate as well.
Our work & 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 can be a single stop for all advisory services in financial management.
We help our clients manage anything and everything as may be needed viz., book-keeping, Income tax return filing, preparing Will, preparing trusts, formation of company, negotiation with banks / institutions, loans, credit/debit cards, business consulting. Usual matters like investments, life & non-life insurance, health insurance, tax planning etc and any other matter where you may need assistance.
Everything we do is driven by performance.
In any type of planning or consultation we ensure that things are always on track and thus your interest are safeguarded.
In any type of fund management / investment etc you only pay us when there is profit else you do not pay us anything.