The only plan you'll ever need: Defined. Protected. Achieved.

Empowering MSMEs, HNIs, NRIs, and Family Businesses to Define, Grow, and Protect Their Financial Future.

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About Us

Trust Built on Transparency, Expertise Driven by Focus.

To be the most trusted and specialized partner in strategic financial planning and risk management for niche, high-potential segments: MSMEs, HNIs, NRIs, and Family-Owned Businesses.

Our Mission

Our Pillars of Trust

Specialized Focus

We don't serve everyone. Our defined client segments ensure our expertise is deep, relevant, and current on the specific regulations and market risks you face.

Fiduciary Commitment

Your best interest is our only interest. We operate with complete transparency regarding fees and strategy.

Integrated Approach

Financial planning and risk management are two sides of the same coin. We integrate both to ensure your growth is secure and your protection is efficient.

Services

Our Expertise

Financial Planning

We craft personalized, long-term roadmaps to align your resources with your highest financial goals, ensuring efficient capital allocation.

Risk Management

Protect your wealth against unforeseen events through sophisticated insurance, legal, and financial instruments for maximum security.

Why Choose FACET?

Precision. Protection. Prosperity.

In today's complex financial landscape, a one-size-fits-all approach is a risk itself. FACET provides highly specialized, integrated financial planning and risk management consulting tailored to the unique challenges of our core clients.

MSMEs

Your Challenge

Managing cash flow, securing growth capital, and mitigating operational risks.

Our FACET Solution

  • Strategic financial planning
  • Credit risk systems
  • Growth-focused budgeting

HNIs

Your Challenge

Preserving wealth, optimizing taxes, and ensuring seamless asset transfer.

Our FACET Solution

  • Advanced tax efficiency
  • Estate planning
  • Diversified, risk-aligned portfolio strategies

NRIs

Your Challenge

Navigating complex cross-border tax, investment, and repatriation regulations.

Our FACET Solution

  • Specialized advisory on NRE/NRO accounts
  • Forex risk hedging
  • International compliance

Family Businesses

Your Challenge

Ensuring smooth succession, managing family-business financial harmony, and legacy protection.

Our FACET Solution

  • Governance structures
  • Business valuation
  • Inter-generational wealth transfer planning

Products & Concepts

Our Integrated Offerings

FINANCIAL PRODUCTS

PMS

Discretionary investment services.

Mutual Funds

Diversified investment strategies.

Fixed Deposits

Secure capital preservation.

Loans

Strategic debt structuring.

Insurance

Comprehensive protection plans for life, health, and business assets.

STRATEGIC CONCEPTS

MWP ACT 1874

Robust asset protection and secure legacy planning.

CORPORATE TAX SAVING UNDER SEC. 37(1)

Advising on legitimate expenses for optimal tax reduction.

THREE CIRCLE THEORY (Family Business)

Framework for governance, ownership, and family dynamics.

NON REPAYABLE LOAN CONCEPT

Advanced strategies for inter-company transactions.

Client Success Spotlight

Financial Discipline & Growth

FACET's cash flow analysis helped us identify and recover over 15% in tied-up working capital, which we reinvested directly into new product development.

A Local Manufacturing MSME Owner

Client Success Spotlight

Legacy & Governance

FACET helped us formalize our succession process, turning a decades-long source of family anxiety into a clear, unified plan for the future.

Chairman, Third-Generation Family Business