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.