Services

Four areas, one methodology.

Every engagement, regardless of area, follows the same audit-led approach: independent review, written findings, no product attached.

Reviewing sum assured, structure and ownership for promoter and key-person cover, tested against actual enterprise value.

Structuring insurance as part of a family's wider succession plan, aligned to how wealth actually transfers.

Insurance decisions for NRI families and Indian residents with foreign-resident heirs, reviewed against tax and treaty exposure.

A structured review of a family or family office's full insurance portfolio, surfacing gaps, overlaps and misalignments.

For a conversation about which audit is the right starting point.