Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service which can encompass all parts of a person’s financial life. Unlike others, we follow the process by understanding you and your goals. Client Profiling includes evaluating your risk appetite, understanding your investment objective, investment horizon and wealth requirements, the portfolio is prepared. The portfolio helps us to build a suitable asset allocation mix for you. This includes a selection of suitable mutual fund schemes as per suggested allocation mix.
Not only just providing you with advisory, we also monitor your investments and give you report and suggest rebalancing in the portfolio to changes in market dynamics that might affect your investments.
- Allows customer to review risk profiles.
- Track holdings against model portfolios fro returns.
- Captures Customer’s details and risk profile.
- On approval by client, we execute financial plans.
- Based on the advanced algorithms they provide tax coverage, education and insurance.
- Provides dynamic search.
- Document Management.
- Dynamic user access control.