Wealth Architects

Wealth Architects

At True Penny, we specialize in bespoke wealth management and advisory services for HNIs and Family Offices.

We offer tailored portfolio management & investment strategies designed to preserve and grow wealth across generations, incorporating tax-efficient structuring to maximize value.

We provide personalized solutions in investment management, estate planning, and risk management. Our investment suite encompasses bonds, equity markets, global real estate, alternate assets and proprietary trading. Our commitment to excellence and deep understanding of our clients' unique needs ensure trusted advice and unparalleled service.

Investments

True Penny DMCC offers personalized investment advisory services tailored to meet the unique financial goals of each client.

Portfolio Development: We assist clients in developing diversified investment portfolios that balance risk and return according to their financial objectives.

Market Analysis: Our team along with our partner research firms conducts thorough analysis to identify lucrative investment opportunities in various asset classes.

Ongoing Monitoring: We provide continuous monitoring and management of investment portfolios to ensure they remain aligned with market conditions and clients’ goals.

Performance Reporting: Regular reports are provided to clients detailing the performance of their investments, helping them make informed decisions.

Real Estate

We facilitate acquisition, upgrade and management of real estate assets worldwide, ensuring that clients maximize the value of their investments.

Property Identification: We help clients identify high-potential real estate opportunities that align with their investment strategies.

Acquisition Support: From negotiation to due diligence and final purchase, our team provides comprehensive support throughout the acquisition process.

Property Management: We offer ongoing management services to maintain and enhance the value of real estate assets.

Legal Assistance: Our legal experts ensure that all transactions comply with local and international real estate laws and tax regulations.

Estate Planning

We offer meticulous estate planning services to ensure the smooth transfer of wealth across generations.

Will Drafting: We assist in drafting clear and legally sound wills to ensure clients' wishes are honored.

Asset Protection Formation: Our team sets up trusts / foundations to manage and protect assets for beneficiaries of inheritances.

Succession Planning: Comprehensive succession planning services to ensure business and personal assets are transferred smoothly.

Tax Efficiency: Strategic tax planning to minimize estate taxes and ensure maximum value is passed on to heirs.

Through these tailored services, we aim to provide a holistic approach to family office management, ensuring that clients’ financial and personal goals are achieved with efficiency and peace of mind.

Asset Protection

We are committed to safeguarding clients' assets through strategic protection measures.

Risk Assessment: We conduct thorough risk assessments to identify potential threats to clients’ assets.

Protective Structures: Our team designs and implements protective structures such as trusts and insurance policies to shield assets from potential liabilities.

Compliance: We ensure that all asset protection strategies comply with relevant laws and regulations to avoid legal complications.

Ongoing Review: Regular reviews are conducted to ensure asset protection measures remain effective and relevant.

PMS & Proprietary Trading

Our Portfolio Management Services & Proprietary Trading provide a comprehensive and sophisticated approach to investment management.

We offer personalized portfolio management across Global and Indian equities, bonds, ETFs, and options trading. Utilizing proprietary algorithms and advanced trading strategies, we identify and capitalize on market opportunities to optimize returns. Our sophisticated stock selection methodologies are designed to deliver long-term capital growth, ensuring that your investments are strategically positioned for sustained success.

With a focus on both strategic asset allocation and dynamic trading solutions, we are committed to enhancing your portfolio’s performance and achieving your financial goals.

Alternate Citizenship and Residency

Our Alternate Citizenship and Residency service collaborates with leading specialists in citizenship and residency planning to provide tailored solutions for securing a second passport or desired residency.

We focus on identifying the best options to meet your specific needs, leveraging reputable citizenship-by-investment programs that offer a legally sound path to new citizenship through economic investment. These programs, supported by robust legal frameworks, provide valuable benefits including protection against political, religious, or ethnic persecution and diplomatic support abroad.

Additionally, for those seeking more accessible alternatives, residency programs offer a viable pathway, with some potentially leading to citizenship over time. Our goal is to deliver effective and strategic solutions that ensure your independence and security in an increasingly uncertain world.

Contact Us

info@true-penny.in