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EXPERT FINANCIAL ADVICE
WEALTH MANAGEMENT
What's more difficult than earning Money ? Investing it and creating Wealth. And what's more difficult than creating Wealth ? Preserving it !
It is said that Wealth usually does not pass on beyond three generations. There are very few families in the world that have managed to do this successfully. And invariably all of them, have some sort of Wealth Management Strategy in place.
CAPITAL PRSERVATION
Investments under the Capital Preservation Strategy are Skewed towards Debt.
The debt investments are suggested in such a manner that returns from it ill increase to the nearly to level of initial invested capital.At the same time the equity portion of the Portfoliois suggested with the aim to provide a filip to the overall Portfolio value.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returnstoinvestors”
Name Registered: Premal B Thakkar, Type of Registration: Individual, Registration No.: INA000008534, Validity: Perpetual, Trade Name : Alliance Consultants Contact of Principal Officer & Compliance Officer : 9909008490, Email: premal@allianceconsultants.in SEBI WRO Address: SEBI Bhavan, Western Regional Office, Panchvati 1st Lane, Gulbai Tekra Road, Ahmedabad - 380006, Gujarat; Tel. Board: 079-26583633-35, E-mail: sebiwro@sebi.gov.in
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