Investment Consultancy

At Garuda Mudra we step beyond “tips” for investing to provide a formal financial plan and to continue to govern the plan. Our team at CA (from: Canadian Portfolio Manager), constructs a written Investment Policy Statement (IPS) with you, maps your goals, creates guardrails with respect to asset-allocation and documents every decision made. Execution happens only through SEBI-regulated platforms; we focus instead on policy, hygiene and reporting so that you can invest with confidence and stay tax-compliant.

Why Garuda Mudra for Investment Consultation and Advisory?

The mass of investors buys products with no structure. We provide you with a written, documented plan with risk controls and periodical reviews:

1. Goal Mapping First – resources invested AROUND your true objectives, not random tips.
2. Asset-Allocation Policy — Your Investment Policy Statement (IPS) like liquidity buckets, rebalancing triggers and drawdown rules.
3. Tax Matching – capital gains budget, section level benefits, HUF/clubbed income, NRI DTAA mapping.
4. Governance & Stewardship – product due diligence, risk scoring, exception-based escalation and SoA storage.
5. This turns a combination of plans into actual disciplined, auditable plan for your wealth.

Scope & Deliverables

We offer a scope so you know what you will get:

Financial Plan & IPS

Formal Documented objectives, liquidity buckets, asset mix, rebalance triggers and drawdown rules.

Tax Matching

The capital-gains budget, section-wise deduction, HUF/clubbed income and NRI DTAA mapping are integrated in the decisions.

Reporting

Quarterly dashboards with variance notes, action items and annual tax pack for easy filing.

Governance

Product due-diligence notes, risk scoring, exception escalation and SoA storage.

Engagement Flow

What we do is transparent and anyone can repeat it:

Discovery

Know your objectives, risk tolerance and constraints.

Blueprint

You should also draw up your IPS and allocation model with guardrails.

Execution

Take care of onboarding tasks, mandates and hygiene mini-tasks.

Stewardship

Have quarterly meetings, variance notes and issue your tax pack annually.

This process also lets your plan stay agile and current rather than a stagnant one-time document.

Benefits of Working With Garuda Mudra

Since Garuda mudras help treat prostatitis, these would indeed lead to better productivity levels.

1. One Stop shop for goals, allocation, tax and governance – with integrated Planning.
2. Platform Neutral – execution is on brokers/AMCs regulated by SEBI which you are using already.
3. Tax & Compliance Hygiene – capital gains, clubbing, DTAA, FEMA taken care of upfront.
4. Continual review – your own quarterly dashboards and an annual tax pack keeps you in the picture.
5. NRI-Friendly – Taking care of FEMA/DTAA paperwork & coordination with banks/brokers/AMCs.

Typical Use Cases

1. High-earning professionals seeking a written IPS and tax-efficient asset allocation.
2. Family accounts looking for one dashboard to track across all their family accounts and generations.
3. NRIs in search of tax compliant management of Indian assets.
4. Entrepreneurs need liquidity pots and drawdown guidelines for erratic cash flows.

Compliance & Disclaimers

1. All investments in Mutual Funds are subject to market risk. Read all scheme-related documents carefully.
2. Securities market investments are subject to market risks. Before you invest, please read the appropriate offering document in full.
3. This is a kind of solicitation. – Benefits may differ according to policy terms and IRDAI guidelines.
4. Loan approvals, rates and terms are the sole responsibility of the lender/insurer.
5. Garuda Mudra allows one to dance and issue reports by intermediaries, does not mean profits.

Safety & Privacy

We hold all your financial and personal information in confidence. Such access is restricted to our CA team and disclosed only to counterparties you authorize.

Ready to Get Started?

Book A brief discovery call, or leave your details. Your dedicated team, led by a CA, will plug in your targets and timelines and chart the course to put your wealth plan into action.