Business Owners

If you own a business,

your financial plan looks different than most.
We understand the complex needs business owners face: understanding taxes, deciding on salary employees and benefits, and more. We offer customized financial advice for business owners to maximize profits and reduce operating costs.

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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

Many aspects of running your own company,

like succession planning for business owners, planning your retirement, and setting up accounts for your employees, can be planned for.

We are dedicated to protecting your assets and investments, growing your business, and explaining tax laws in a straightforward manner. We can also help you to balance your personal financial goals with those of your business.

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