Supporting a worthy cause

can not only be fulfilling, but it can also have numerous financial benefits.
If you have philanthropic financial aspirations, we want to help. We can create a timeline, assess realistic gift giving, and set up philanthropic financial accounts.

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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 non-profits and schools rely

on donor accounts to pay for salaries and operations. Create your legacy today.

Whether you want to focus on a cause you love in your estate planning, benefit from tax breaks, or simply want to create philanthropic goals alongside financial ones, let’s create a lasting solution together.

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