With increasing number of people joining the millionaires club, wealth management in India is becoming one of the most sought after services. Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services.

Full range of financial services and products are delivered to the clients in a consultative way that befits their own unique requirements, goals and objectives. By being consultative, we are entirely client-centred. First client meeting happens without any presupposition about what financial products or services can be appropriate for that affluent individual/family. Customized wealth management solutions are created for the clients by taking into account their current financial situation, wealth, and future goals. Often, change in the personal financial situation leads to change in the financial goals; as professional wealth managers, we consider this aspect and regularly meet our clients to get an update on their goals and investigate whether they need any additional services.

While it is common for an affluent client to be sitting with a wealth manager to address a particular need (for example, investment management); by being consultative our approach is to understand the client well and find out what’s important for him/her and why. By doing so we are then able to bring in the relevant experts and provide the most appropriate financial products.

Contact us if you would like to seek wealth management solutions from our experts.