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Wealth Planning

Wealth Planning

It’s never too early to start. Wealth creation is a time-taking process and usually lasts throughout your lifetime. So the earlier you start the more …

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Insurance Planning

Insurance Planning

What is insurance planning? Insurance planning is simply protecting yourself, your family and loved ones, your home, your assets, or your business against unexpected events …

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Tax planning

Tax planning

What is Tax Planning? Tax planning is the analysis of one’s financial situation from a tax efficiency point of view so as to plan one’s …

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Child’s Future Planning

Child’s Future Planning

Parents are always worried about their child’s future. And why shouldn’t they be worried, after all saving money for retirement and child’s future are the …

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Retirement Planing

Retirement Planing

What is retirement planning? Retirement planning is the process of planning and managing your short and long-term finances to help achieve your financial dreams both …

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Succession Planning

Succession Planning

Succession planning is a strategy for passing on leadership roles—often the ownership of a company—to an employee or group of employees. Also known as “replacement planning,” it …

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Contact Us

Address:

401-408, Shree Vallabh Shopping Complex, S V Road, Above Pantaloons, Borivali West, Mumbai 400092, India.

Phone:

+91-9821382168
+91-9664256998

Email:

charmiparesh@gmail.com

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Welcome to Trust Oriented Services

We are transforming the wealth management industry by unifying disconnected financial systems. Our platform seamlessly integrates with third-party tools, eliminating the need for multiple solutions. This empowers advisors and institutions to manage wealth efficiently, securely, and in real time.

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