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<h1>Financial services firm reaches $4 billion Assets Under Advice milestone while launching Fixed Income advisory services</h1> A global financial services firm announced its Assets Under Advice exceeded $4 billion USD, marking a significant milestone. The company simultaneously launched Fixed Income advisory services with a nine-member experienced team specializing in corporate treasuries, pensions, and retirement funds. The firm serves over 700 families and 30+ corporates including Fortune 500 companies across India and the Indian diaspora worldwide. Founded in 2023 by industry veterans, the company operates as a wealth manager, asset manager, and multi-family office with presence in India, Singapore, and the Middle East.