Architects & Engineers

As you design and build

our futures, your knowledge of the financial world may be limited. We’re here to talk you through it.
From wealth management strategies to assessing your operating and equipment costs, we know you may have more expenses than most. Still, we want to find a way to help you save for the future.

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“My investment returns have consistently beat their respective benchmarks.”

-- Mr. Bilal Haffejee

“The efficiency, honesty, and level of detail of the Dharnas is unmatched.”

-- Mr. Chani Luthra

Even with high marketing costs and at times

sporadic schedules, we can create a financial plan that works for you.

Keeping liquidity and a solid cash flow at the forefront of your financial strategy is crucial for engineers and architects. Remember: even with your expertise, you still have to prepare for emergencies and unexpected personal issues.

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