The primary objective of ours in the wealth management services is to grow your existing wealth. We customize our services according to your needs under the supervision of one of our investment consultants.
One of our niches is the private wealth management service for HNIs (High Net worth Individuals). We not only analyze and provide personalized attention to grow the investment portfolio but also simplify the HNI investment portfolio including overseas assets.
Factors that we are observant about
We take into account the various crucial factors in the wealth management process. Depending on the different timespan of investment every individual investor agrees upon we plan the Investment Time Horizon. Also, we take into account multiple tax considerations for HNI clients having overseas investments, making them liable to taxation of different countries.
We follow a very judicious, well-documented process in managing your wealth. Our methodology involves various steps and guidelines for a personalized and rationalized investment outcome –
We assess your risk tolerance capability regarding finances by a detailed study of your current/future responsibilities, investment objectives, individuality, etc.
Next step after risk analysis is to create a suitable asset allocation plan. And the asset distribution involves available/investable capital across different key asset classes that will maximize returns while managing the complete portfolio risk.
As par the personalized need of the client we select specialized investment products, which are combinations of traditional and unconventional products.
Individual portfolio is specifically optimized keeping the short and long term goals of the client and ensuring aptness with the risk-reward requirement of the client.