Wealth Management
We have good infrastructure to execute Investment recommended to minimize effort in operational involvement.
Tracking Portfolio
Online access to portfolio reporting. Investment taxation reporting.
Regular Review of Portfolio
Portfolio re balancing based on valuations. Portfolio re balancing based
on change in goals.
on change in goals.
Security Selection
Asset Allocation Based Approach. Portfolio construction aligned to goals.
NRI Services
We help our NRI clients to Participate in India growth with easy access with goal based investment by using our Investment advice based on their risk tolerance.
Family Office
Family needs differ from one family to other, According to the Family needs we construct asset allocation. Wealth Management Services, Tax Planning, Estate Planning and will writing services, Financial Planning.
My fee structure :
1) Financial Planning – Rs.10,000 to Rs.30,000 ( It includes Retirement planning, child higher education and Life Insurance planning and client can contact me two
times physically or over the phone in a year and if he wants more visits per visit charge will be Rs..2,000 per hour)
2) Retirement Planning – Rs.3,000
3) Child Higher Education planning by birth – Rs.3,000
4) Life Insurance and General Insurance Planning – Rs.3,000
5) Investment Advisory 0.5% to 1.5% on the assets under advice
6. Wealth Management and portfolio Management Services 0.5% to 1.5% on the assets under advice.
7) Loan Advisory 0.5% to 1% on the loan amount
8) Will writing and Estate Planning will be decided case to case.
