Mission Statement: “Investors First”
Above all else, we commit ourselves to putting investors first by helping our clients work towards achieving their financial goals and objectives, by providing the best possible money management services and continually monitoring our clients’ investments.
As an independent wealth manager is to deliver objective and honest advice to our clients and serve as their Family Wealth Guardians. As a financial caretaker, we foster interaction and engagement with all of our client family members who seek to secure their wealth for generations. We strive to be recognized by our clients, employee and the communities we serve as a best-in-class firm.
Collectively, Tejas Consultancy, currently manage over 200Cr AUM for more than 7000 individual clients. We specialize in developing and maintaining long term planning for individuals. Collectively, we have been managing clients Investment since 1980. Our clients consist of self-employed individuals, small local businesses, non-profit organizations, foundations, school districts with multiple locations throughout the Country.