Bhaga's promoters bring over three decades of experience in equities, financial management, and taxation. This wealth of knowledge and proven track record demonstrates their ability to navigate financial markets, manage investments, and optimize tax strategies effectively.
The promoters are professionally qualified chartered accountants, adding a high level of credibility and expertise to the firm. They are well-versed in tax compliance, accounting, and reporting requirements, ensuring financial integrity and ethical practices.
Bhaga offers individual assessment and customization of financial plans. Unlike other providers, you have a consistent point of contact with direct access to the promoter directors. This commitment to service quality and continuity ensures tailored plans that consider your risk appetite, financial goals, tax status, and liquidity needs.
Bhaga operates with both physical and digital infrastructure, catering to clients who prefer face-to-face interactions and those who prefer online services. This approach ensures adaptability and accessibility in today's financial services landscape.
With deep expertise in direct taxation, Bhaga can guide clients to invest and redeem in the most tax-efficient manner. They can also integrate investments with regulatory filings, making it a convenient one-stop solution for HNI and NRI clients seeking comprehensive financial services.