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Our Wealth Management Solution is typically designed for individuals who have an accumulated corpus and would like to enhance their portfolio through wider diversification and active monitoring. 

  • A typical Wealth management portfolio will aim to provide wealth preservation and growth over long-term by careful asset allocation in different asset classes and diversification within the asset-class itself. Mutual Funds will be the main vehicle to achieve this, however we will look at other investment vehicles based on client preferences and suitability to the goals.
  • This model will be a combination of  Tactical asset allocation in addition to the Strategic asset allocation model that we follow.
  • There will be periodic reviews and portfolio will be re-balanced among asset classes, based on external environment, market dynamics  and client requirements.