Wealth management is a customized broad based solution designed specially for High Net worth Individuals. Individuals who are generating good amount of wealth in their respective business or profession and need a family Wealth manager who can protect their wealth and can grow their wealth at faster rate are will enjoy this service. Here we have different models to suit the needs of different individuals.
While managing your wealth our focus is on following aspects.
› Protection of wealth
• Deciding Risk Management Strategies to protect against downfall in different asset classes.
• Preparing a proper insurance Plan to protect against uncertain times.
› Accumulation of wealth
• Putting in place strategies which can generate more Wealth at low Risk and fulfill Clients Wealth Management Goals.
• Deciding and selecting financial vehicles which can generate faster wealth at low risk.
› Distribution of wealth
• Here we Prepare an effective Estate Plan for clients this includes preparing will, creating Private Family Trust if needed.
› Debt Management
• Restructuring Existing Loans and Liabilities of clients to reduce their interest cost.