Investment Analysis & SUPPORT
COACHING & MANAGEMENT SERVICES
FINANCIAL PLANNING AND ANALYSIS
Our experienced professionals cater to the unique needs of multi-family offices and financial planning for high net worth families. Our mission is to assist and support companies and their managers with analysis and consulting, business coaching, financial planning and management expertise so they can focus on their core interests.
Spearheading this enterprise is Kaushal “Ken” Majmudar, a Harvard educated entrepreneur with a track record of helping his clients accelerate their full potential.
What we can do for you:
We specialize in management, consulting, business coaching, financial planning and supporting the growth of your business
BUSINESS COACHING & mANAGEMENT
We assist you with coaching and tools to manage at a high level and accelerate growth and profitability
Multi family office
We provide expert advice for ultra-high net worth families. Outsource guidance to a variety of wealth, tax, estate, and financial needs
investment ANALYSIS & SUPPORT
Portfolio analytics, reporting, trade management, support, and so much more.
Financial PLANNING & ANALYSIS
Let us take care of the financial planning analysis and support so you can focus on building and retaining client-manager relationships.
Meet Our Team
Dedicated and highly experienced professionals with extensive investment, wealth management, and financial knowledge.
Kaushal “Ken” Majmudar
Founder and CEO
Financial Associate and CPA
#151 San Francisco St. 2nd Floor,
San Juan, PR 00901