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 include, Direct Equity recommendations in addition to mutual funds. Depending on your needs, we may recommend investments to other asset classes such as Real Estate, Bonds and alternate investments. 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.