wealth management

The most important ingredient for a successful financial life is to carefully consider financial needs and especially so in a timely manner. With our ongoing Wealth Management practices we help you stay on course with your financial objectives making alongside changes as per your changing life stages.

Our endeavor is not merely to make your wealth grow, but to compliment you in your busy schedule so that you can be relaxed when it comes to the growth and management of your wealth. The key in achievement of financial plans is the proper implementation and execution of the strategies formulated. The ongoing wealth management services include:

Asset allocation

Maintaining the strategic allocation while making time to time tactical changes in line with the environment, keeping in mind the long term financial objective of the investor.

Analysis and security selection
Studying the various avenues available in the market and making the correct choice for the investor, keeping in mind the credibility and performance of the product and the manufacturer.
Facilitating the transaction

Apart from purchases, redemptions and switches this includes changes in investor address / bank / nomination details and any such like operational issues to be addressed with the mutual funds.

Investment monitoring
This includes regular monitoring of the overall portfolio, the individual schemes and their underlying portfolios and managing the concentration risk in the portfolio.
Tax planning and Asset protection

To ensure optimal post tax returns, we undertake understanding the tax implications of the products and consequentially their fitment in the client portfolio. Insurance services as a protection tool are also studied and offered on a best fit basis.

Tailor made services
As a boutique firm, we attempt to research and provide our services with respect to any financial structure that the investor may be inclined towards. These may be real estate funds or alternate investment funds or other portfolio management schemes.

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