Individuals & Households
Every household has unique financial goals and challenges. We work with earning individuals and families to bring clarity, control, and purpose to their financial lives. Whether it’s organising scattered assets, planning for short- and long-term goals, or preparing for life’s uncertainties, we help clients take control of their finances, protect what they’ve built, and ensure their family’s future is secure.
Business owners & Executives
For business owners, most wealth is often locked within the enterprise itself—illiquid, concentrated, and exposed to business risks. This creates skewed capital allocation and leaves little room for diversification. We help business leaders balance this by creating parallel streams of income, unlocking liquidity, and building resilient portfolios. Our strategies ensure that while their businesses thrive today, their personal wealth remains protected, diversified, and positioned to sustain their legacy for tomorrow.
Artists & Professionals
Creative and professional careers often come with fluctuating income, demanding schedules, and the constant pressure of managing audience and public expectations. For many, earning takes priority while financial management takes a back seat. We step in to help artists and professionals organize their finances, create a financial cushion, and build a sustainable plan for the future—ensuring that what they’ve worked hard to achieve is not only protected but continues to grow.
Empower HER finance
Women today shoulder many responsibilities, yet often step back when it comes to managing their own finances. They face unique challenges such as career breaks, maternity planning and caregiving, which makes a personalized financial plan essential. At Esbee Sharpe Investment Services, we believe true empowerment begins with financial independence. We simplify finance into strategies that align with individual goals—whether it’s building wealth, securing retirement, or fulfilling personal aspirations.
Investing from Abroad (NRI’s & Overseas Investors)
We guide non-resident Indians, PIOs, and OCI holders in navigating India’s financial landscape. Our focus is on helping you invest wisely, protect your wealth, and stay connected to India — all while simplifying the process from anywhere in the world.
1. Why NRIs Should Consider Investing in India
India’s markets offer strong growth potential and opportunities to diversify your global portfolio. Investing in India also ensures your wealth remains tied to your roots, allowing you to contribute to and benefit from your homeland’s growth.
2. Our Services
We help NRIs plan and manage investments with ease. This includes identifying suitable investment options, structuring a diversified portfolio, ensuring regulatory compliance, and providing ongoing guidance. Our support ensures you remain in control of your wealth, no matter where you are in the world.