Wealth management firm Fiscaltown is preparing to unveil its 2030 vision plan as it looks to expand its footprint in global investment advisory, with a focus on cross-border capital deployment. With operations in India and Dubai, the company claims to serve more than 10,000 investors worldwide, including ultra-high net worth individuals and family offices.

The upcoming roadmap is expected to outline how the firm plans to scale its services across asset classes such as real estate, private equity, and global capital markets. It will also cover succession planning structures and compliance frameworks aimed at intergenerational wealth transfer.

While traditional wealth firms have largely focused on domestic portfolios, Fiscaltown is positioning itself around global diversification and risk-adjusted returns, particularly for Indian investors looking to allocate internationally.

Its leadership says the firm is also investing in technology platforms, expanding its network of international advisors, and applying behavioral finance principles to align investment strategies with clients’ goals and time horizons.

The company says it will continue to focus on a research-led, compliance-aligned advisory model as part of its next phase of growth.