Wealth Management

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.


While, you may have accumulated enough wealth that you may not need to plan for each goal independently, it none the less still requires a proper overview of what is it that you have, how you wish to increase it, and the calibrated risk that you wish to take to manage it.


Wealth Management service is for individuals and families who have a financial plan or large investments and would like a professional to review and monitor their investments so they can concentrate on what they do best. Investments would be reviewed in an unbiased manner and necessary modifications will be recommended to ensure it is efficient and still in line with the client’s goals.


So this service is basically designed to help our clients in reviewing their existing investments, act like a sounding board for their potential investment choices and help them invest in the right places. All with a fee only approach, so that there is absolute transparency, and we are both sitting on the same side of the table and working as a team.


Have successfully advised many Ultra-HNI clients to Conserve and Grow their wealth simultaneously, deploying unique strategies that are designed to fulfil their specific needs. So we do not take a product and try to convenience you, instead we understand your requirement and find a product that fulfils your need, or better still financially engineer it to fulfil your requirement.


If you have any specific need, or just require us to review the investments done by you already, let’s discuss it over a call, and see if we are able to provide you with a good solution.


WEALTH MANAGEMENT PROCESS


  • Need Identification
  • Product Suitability Analysis before Recomendations
  • Implementation (if required)

Tiny changes lead to remarkable results, when you factor in time. But if you quit on the process, you are quitting on the result.

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