Wealth Management

Understanding your financial goals
Our investment process starts with understanding you-your background, investment objectives, risk tolerance and existence investment pattern. A comprehensive Client Profiling exercise helps us in evaluating your risk appetite and understanding your investment objectives, which are kept in mind while building your portfolio.

Investment plan
Based on your investment goal, wealth requirements, investment horizon and risk profile, we construct a suitable asset allocation plan for you. During this exercise, we also evaluate and realign your existing investments as per the suggested asset allocation, in case required by you.

Portfolio Construction
From our wide range of investment avenues, we construct appropriate solutions to implement your investment plan and evolve a tailor-made portfolio for your specific requirements. This would involve execution of investments in debt, equity, structured products or alternative asset classes as per the suggested asset allocation.

Portfolio Maintenance
We monitor your investments and periodically suggest rebalancing in the portfolio for maintaining the asset allocation or aligning your portfolio to changes in market dynamics that might affect your investments. Portfolio Review As your investment preferences or financial goals may change over a period of time, we review your portfolio periodically with you to discuss and implement any changes in asset allocation or portfolio strategy. All with a view to keeping your portfolio healthy at all times. Successful Wealth management is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals.

How is it different from Financial Planning?
Wealth management means taking care of the needs of affluent clients, their families and their businesses as part of a long-term, consultative relationship." While this sounds similar to Financial Planning, it differs in the sense that Financial Planning is for one and all while Wealth Management is only for a select few. WM relates more the management of plenty, while FP aims at getting the most out of limited resources