Wealth Management Services
Wealth is ability to fully experience life
With growing family and business wealth, we believe in looking at the bigger picture. This means looking at what your wealth is now and what it might be in future.
Questions you should ask yourself to grow, preserve, protect & transmit your wealth:
How can I grow?
Am I giving the best to my parents & children?
Do I have enough money to live the lifestyle I want in retirement?
Where and how much should I invest?
How can I protect my wealth?
How will I inherit or pass on wealth?
Should I control my investments or let the experts do my wealth management?
Would you like to experience life fully?
Very simply we help you put up a wealth plan in place for the future. Our carefully developed framework to create, preserve, protect & transmit your wealth to future generations. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
Our dedicated wealth manager will chart out plans to:
1. Create
Client Profiling
- Assessing capacity for undertaking financial risk based on his responsibilities, objectives, personality & other variables.
- Create a risk profile by assessments: Risk appetite i.e. the amount of risk one is willing to take and Risk tolerance i.e. the amount of risk finances can handle
Goal Planning
Defining you short, medium and long term goals Ascertain the Current cost of investment. Determining the future cost of your goals and investments
- Choosing the right asset class
- Consider health care and long term care in retirement
Create an Investment Plan
- Preparing an Investment Plan
- Identification of time horizon for investment.
Choose Asset Mix
Recommendation of an asset allocation to match risk, time horizon and other parameters.
2. Preserve & Protect
Timely Review of Investment Plan
- Assessing capacity for undertaking financial risk based on his responsibilities, objectives, personality & other variables.
- Create a risk profile by assessments: Risk appetite i.e. the amount of risk one is willing to take and Risk tolerance i.e. the amount of risk finances can handle
Life & Health Insurance Planning
- Analyze current insurance policies and your medical policies
- Recommend types and amounts of coverage to cover financial losses due to unforeseen happenings.
Tax Planning
Tax minimization and deferral strategies, including tax efficient investments and contributions.
3. Transmit
Wills & Estate Planning
- Review of wills,trusts, POA & related docs
- Proper titling of assets
- Discuss desired gifting strategies