For Chartered Accountants

Your clients trust you with their accounts. Together, we can help them make better investment decisions.

InvestCues works alongside CAs when a tax, liquidity or business conversation becomes a portfolio, retirement or family-wealth decision.

Your CA understands your accounts.

InvestCues understands your investments.

Important decisions often need both.

When to bring us in

A large FD maturity or surplus cash has no plan

Retirement proceeds or pension choices need a whole-life view

A property sale, inheritance, ESOP vesting or business exit creates liquidity

The client owns many products but has no coherent portfolio

Personal wealth is concentrated in the business, property or a few securities

Succession, estate or family-governance questions are emerging

Complementary expertise

The referral journey

01
Recognise the trigger
The CA identifies an investment, retirement, liquidity or family-wealth question.
02
Ask the client's permission
No personal or financial information is passed without explicit consent.
03
Make the introduction
A short introduction form or three-way call keeps context from being lost.
04
Define the scope
Education, a second opinion or ongoing advice—with responsibilities made clear.
05
Onboard individually
Agreement, fees, KYC, risk profiling and suitability follow the applicable advisory process.
06
Coordinate responsibly
The CA remains involved only to the extent the client authorises.

Ways to work together

Joint client sessionTax planning is not financial planning.

Second-opinion clinicPortfolio and retirement reviews for selected clients.

Business-family tableLiquidity, succession and promoter wealth.

Decision guidesCo-created education with roles stated clearly.