Wealth Management, Will, Tax

An integrated fintech and personal finance management platform based in Bengaluru, India (a venture of Devmantra). It offers individuals and NRIs a centralized platform to manage wealth, tax compliance, and investments. Core Offerings & Services Wealth & Investment Management: * Mutual funds (SIPs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). * Alternative assets including unlisted stocks, fractional real estate, peer-to-peer (P2P) lending, and 24K digital gold/silver. Income Tax Services: Assisted e-filing for income tax returns, tax planning, consultation, and handling tax assessments. Estate & Document Planning: Online Will creation/revision tools and an encrypted document repository for financial and tax records. NRI Services:Dedicated tax compliance and portfolio advisory tailored for Non-Resident Indians investing in Indian markets.