Taxes

• Tax Planning
  Our Income Tax Planning & Compliance Services strive to provide you with the best tax planning strategies. Your Advisor will work along side your Certified Public Accountant to help minimize your tax risk and exposure, as well as help identify ways to reduce your overall tax responsibilities.
• Charitable Giving
• Tax Services
• Income Tax
  Professionals at Gulati Asset Management work with you to design an integrated plan that gives you complete control over your financial picture. Your Personal Financial Advisor meets with you to develop objectives for the near and long term. Your advisor draws on a team of experts in professional services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Accounting & Reporting, Family Office, Philanthropy, and Asset Protection & Insurance. Plus, if you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team to develop a life plan that best meets your wealth needs.

Investment

• Investment Management
  As in any profession, the field of investment management embraces a wide divergence of talent and capabilities. That is why it is so important to choose an advisor who possesses the following characteristics...
• Mutual Funds
• Bonds
• Wealth Management
  Our Investment Advisory Services offer objective, customized solutions to best fit your financial objectives. Concentrating on asset allocation plans and after-tax, risk-adjusted returns, your personal financial advisor creates, implements, and manages effective investment strategies. Since solutions, rather than product sales, are our focus, you receive expert advice on all the issues surrounding wealth management.

Accounting

• Accounting Services

Planning

• Financial Planning
  Ramesh J. Gulati, Certified Financial Planner, the principal and Chief Investment Officer of Gulati Asset Management. Mr. Gulati attained his Certified Financial Planner designation in 1998 as one of the youngest licenscees. An Honors graduate of Boston College with double majors in Finance and Marketing, he worked with American Express Financial Advisors for five years. In 1998, he resigned to start Gulati Asset Management LLC. Mr. Gulati is a member of The Financial Planning Association (FPA), Metacomet Country Club in East Providence, Rhode Island, and Grand Harbor Country Club in Vero Beach, Florida.
• Asset Management
  This website is a publication of Gulati Asset Management LLC.  The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
• College Funding
• Asset Protection