WEALTH MANAGEMENT SERVICES
We have access to comprehensive investment products and services designed to meet a wide array of investment objectives.
Investing in direct equities requires time, knowledge and constant monitoring of the market. For those who need an expert to help them manage their investments, Portfolio Management Service (PMS) comes as an answer.
We offer derivative strategies as a product for investors who are averse to taking risks but at same time trade high volumes in futures and options. We use various permutations and combinations to capitalize on opportunities in volatile and uncertain times and at the same time reduce risks.
Step 1) Understanding your financial goals
Our Wealth Management Process starts with understanding you – your background, investment objectives, risk tolerance and existing investment style. A Comprehensive Client Profiling exercise helps us in evaluating your risk appetite and understanding your current financial status, which act as a base for building a sound portfolio.
Step 2) Planning your Investments
Based on your financial goal, wealth requirements, time horizon and risk tolerance, we construct a suitable asset allocation plan for you. In this exercise, we also quantify your goals and draw out a future cash flow to understand how your money will move during various periods. We evaluate and re balance your existing investments as per the suggested asset allocation, in case required by you.
Step 3) Constructing a strong portfolio and executing
Once we make an optimal asset allocation mix, choose the mix of financial products from a wide range of investment avenues and evolve with a tailor-made portfolio as per your plan. Thereafter, it is execution of investments in debt, equity, structured products or alternative asset classes.
Step 4) Reviewing your Portfolio
To ensure you are on track we constantly monitor your investments and periodically suggest rebalancing your portfolio for maintaining the asset allocation or aligning your portfolio to changes in macro-economic factors that might affect your investments. We also review your investment preferences or financial goals, which may change over a period and accordingly tweak the investment plan to accommodate the changes.
YOUR DEDICATED WEALTH MANAGER
Your Wealth Manager will be more than just one-point contact for all your financial needs. The Wealth manager will be your personal guide in explaining the various opportunities prevailing in the financial market. He will work closely with you in achieving your financial goals and shall put you in touch with our panel of financial experts for specialized solutions.
If you are interested in the financial markets and enjoy analysing information, this could be the ideal for you to get the best financial returns by buying and selling stocks, shares and other financial products. We will guide you with daily tips and recommendation to trade the followings.