We are actively providing wealth management services to our HNI customers and Small and medium enterprise corporate customers, since inception. The Wealth Management Services covers diverse range of services that includes financial planning, investment management and tax planning. The core aim of our Wealth Management services is to protect the capital from market uncertainties, impact of taxes and to grow the capital.
We have grown the capital of some of our HNIs from a low base to current level with a superior risk adjusted returns on a 3 year and 5 year time frames without compromising the capital safety. We are able to generate a post tax return above 18% for customers with a risk score that is moderately aggressive, for last 5 years.
As Individuals wealth grows, it becomes increasingly difficult to realize the expected returns consistently. Higher capital always has greater investment options and comes with more needs more comes with higher challenges. The level of fear or emotional panic that can be experienced can be higher as with the size of the investment involves. Greater diversification is needed than in earlier stages of investing. This is where independent financial advisers with an experienced and proficient wealth advisor can make a difference to your WELATH. We have disciplined approach towards creating the portfolios that suit and fit to the profile, considering all aspects of the investments.
Increased yield from the portfolio
Reduction of taxes associated with income and capital gains
Diversification and participation in all assets
Protecting assets from misjudgments
Working closely with the core objective
Easy & effective wealth transfer to successor