Our team of experts consult and help the investors to know, understand and prioritize their financial goals and then to arrive at personalized solutions for each of the investors based on their scarce resources, risk appetite and time horizon of each goal. With the use of in house software supported advance strategy they support the investors toknow:
1Where I stand today
2Where would I like to be
3Can I get there
4If yes, How can I get there
5How can I stay on track
Understand Client's financial goals.
Assess return expectation and risk tolerance.
Suggest investment options based on client requirements and profiling.
Suggest asset allocation.
Confirm portfolio suggestions with client.
Implement investment strategy.
Decide review schedule with client.
Review & Guidance
Analyze market for opportunities and make portfolio change suggestions.
Rebalance asset allocations.
Modify strategy with changing investor goals.
Monitoring & Reporting
Monitor portfolio and check for deviations from model strategy.
Generate portfolio report on regular basis.
• Customized wealth management services in India through proper client profiling and behavior analysis to get optimal results.
Partnering with our clients through the entire life cycle of their financial needs.
Detailed reporting for clients on a regular basis. It serves as a one- stop shop for the client to get the current status of all his investments.
Transparent pricing with demonstrable value for fees paid through proper understanding of client's concerns and needs, generating strong investment performances and effectively resolving issues.
Access to a vast array of financial tools.
As one of the leading wealth management companies in India,our wealth management framework uses an innovative, disciplined , client focused and process driven multi asset,multi strategy framework. Our process of investing has the rigor of scientific endeavor overseen by experienced market professionals. We invest deeply in technology and analytics which help us look for the best opportunities across multiple asset classes. For example, India centric research data has been developed for over 1600 stocks,25 commodities, over 2000 fixed income mutual fund schemes and 30 currencies linked to Indian economy. This data is organized and indexed using our proprietary intelligent technology which allows for appropriate fund allocation and selection decisions.
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