Stories of Trust & Results

The Challenge

An IT couple earning a combined ₹28L per annum had no structured tax planning. All savings were sitting idle in a single savings account, and they were paying a high effective tax rate with no exemptions or deductions beyond basic PF contributions.

Our Solution

Right Assets Management restructured their salary components — optimising HRA, NPS employer contribution, and meal vouchers — and initiated ELSS mutual fund investments to make full use of the tax deductions available to them. A term life cover and health insurance were added to unlock further deductions available under prevailing tax laws, and they were guided through ITR filing with all applicable deductions correctly claimed.

The Challenge

A retired government employee inherited a 40-year-old residential property from his father. The property had incomplete encumbrance certificate records for a 12-year period, a missing khatha entry, and no mutation in the current owner's name — making registration legally impossible without resolving all three issues first.

Our Solution

Right Assets Management filed for a fresh EC from the Sub-Registrar's office and coordinated the missing record gap with the municipal records department. Simultaneously, a mutation application was filed with supporting heirship documents, and the khatha was transferred to the client's name. All three were tracked and expedited in parallel.

The Challenge

A small business owner paid ₹1.8L to a vendor for customised office equipment that was never delivered. The vendor became unresponsive after multiple follow-ups. The client was unfamiliar with the consumer forum process and had been told by a local lawyer it could take 2–3 years in court.

Our Solution

Right Assets Management's legal team assessed the case and determined it was well-suited for consumer forum mediation under the Consumer Protection Act 2019. A formal complaint was drafted with all payment proofs and communication records, filed at the District Consumer Disputes Redressal Commission, and mediation was proposed to the opposite party before the first hearing.

The Challenge

A 29-year-old software engineer had accumulated ₹15L in a low-interest savings account. He had no investments, no health insurance, and no financial plan. He was aware he was losing to inflation but overwhelmed by the options — mutual funds, stocks, FDs, NPS — and had been postponing action for over a year.

Our Solution

Right Assets Management built a full financial plan: a diversified monthly investment across large-cap, mid-cap, and flexi-cap mutual funds (₹40,000/month); a 3-year FD ladder with quarterly renewals for liquidity; a comprehensive health insurance cover with critical illness rider; and a small-cap allocation for long-term aggressive growth. All investments were aligned to his 10-year financial goals.

The Challenge

An NRI based in the United States needed to sell an ancestral property back home. She had no local representative and was unable to travel. The property had outstanding tax dues, an outdated khatha in her late father's name, and required a registered Power of Attorney to enable any local transactions.

Our Solution

Right Assets Management coordinated end-to-end: a Power of Attorney was notarised in the US and apostilled, then registered with the local Sub-Registrar. The outstanding tax dues were cleared, khatha was transferred to the NRI client's name, an EC was obtained for buyer due diligence, and the firm represented the client in all buyer negotiations and the final sale deed registration.

The Challenge

A startup founder's business UPI account was compromised through a SIM swap attack. ₹4.5L was fraudulently transferred across multiple accounts within a 2-hour window. The bank's initial response was that the transaction appeared authorised from the registered device, and the founder had no idea how to navigate the cybercrime complaint process.

Our Solution

Right Assets Management's legal team immediately guided the client in filing an emergency complaint on cybercrime.gov.in and simultaneously escalating to the bank's grievance officer with a formal legal notice referencing RBI's circular on unauthorised electronic transactions (RBI/2017-18/15). The firm coordinated with the cyber cell and bank's fraud team, provided detailed transaction trace evidence, and tracked freezing orders on the recipient accounts.