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Wealth Audit / Investment Services

Everything under control and you are embarking on the journey to creating your money tree. A tree that will bear fruit to you and your generations… peace of mind assured!
Often we do not know what is where, which bank accounts are functional & which are not, which investment is doing well and which is not. Whether we have all the papers stored well so that they are available when needed etc

The Wealth Audit

►  High level overview of your current situation and summarises your financial objectives.
►  Analysis of all the information provided by you via investment reports, statements, policy documents, business
documents etc Insight with regards to what you have in terms of family assets, liabilities & networth.
►  Insight into cash inflows and outflows over time so that you are able to understand movement of money over time
►  Overall rate of return each asset is likely to earn and the aggregate rate of growth of your wealth.

The Analysis

►  Everything you and your family need is in order, set up & managed in the right way
►  Comments around administration of your wealth, effective procedures, best & efficient practices etc
►  Some specific comments if needed with reference to estate and succession planning
►  The aim is to be in a situation where you feel in total control and attain the much needed financial peace of mind

The Recommendations

►  No financial mistake that ever gets committed on our watch
►  Best decisions for yourself and your family, no matter what
►  Everything that we have done or will do will is always in your best interest
►  Implementation & management of your wealth on a lifelong basis

Wealth Strategy

► Primary objective is to make sure that your financial objectives are well reflected
► Suggestions across all financial avenues available for investment in the Indian financial market and permissible
investments outside India




Complementary Assessment

Call for help

Features

Money management philosophy: Simple time tested methods

►   The idea is wealth creation. It is science & knowledge augmented by simple & time tested effective methods of investments.
►   Creating wealth is a mix of science and art. It is not buying adhoc mutual funds, insurance policies, equity shares, trading in futures and    options etc.
►   It is about process & strategy and not a transaction or a myriad of transactions.
►   It calls for patience and conviction but also a professional approach towards managing money. The journey to wealth creation begins by making a structured strategy and then following it through.
►   The strategy is robust enough to steer our assets across changing financial and economic environments.

MANAGING money today, almost certainly requires more skills than MAKING mone

Independent & Unbiased Advice: 100% in your interest only

►    Independent, Unbiased and Right Advice is paramount to us. Thus everything we do revolves around this guiding ethos.
►    We do not represent any financial institution and hence are in a unique position to totally focus on our customers and provide them with expert & unbiased professional advice.
►   We are a company specialising in independent Financial Planning & Wealth Management consulting services and are amongst the first companies offering such services in India, since April 2004.

With you for life: All the way!

►    The relationship you have with us is for life. People change and so do seasons, we will be with you all the way from one generation to next and you see this from day 1.

Geographical Distance: A total Non-Issue

►    Geographical distance is irrelevant in the way we work.
►    We serve customers all around the world from our office in Mumbai.
►   Our advice and recommendations can be provided via a mix of email, phone, web-conference or any other preferred means of communication. You can be sure of unbiased, expert and professional advice.

Transparency: Unheard & Unseen

►    If you prosper, we prosper. That’s the way we work. Fees are linked to profits you make; 100% performance oriented fund management.
►    We call a spade; a spade. You will note that we will be unflinchingly candid about matters and situations. We will never write or state or do anything just to please you or anyone else if it is not financially prudent.
►    Financial decisions need to be done with objectivity and not emotions. We will guide you through over emotions and empower you to take the right decisions. To that extent we never recommend anything in which we do not have our own money invested.
►   Be it written advice, oral advice, reports, reviews, evaluation, fees you can be sure of transparency that you have not witnessed before.

 

Benefits

Everyone can do money management; so it seems. The more sophisticated ones call it Wealth Management. It is made to sound rather complex and dynamic affair. No doubt there is hard-work, diligence and process that must be followed but most important benefits a wealth manager can provide are best answers to basic questions.

Basic Questions

►    Am I building Assets & Wealth regularly & consistently?

It’s not important to make 30% in 30 days; it’s important to try and make 30% p.a. over 30 years!

►    How do I get professional, unbiased, neutral & expert advice?

If you have to open a new account with someone; its not unbiased is it?

►    How can I have a lifelong money management plan so that there is enough for my family all my life?

By growing a money tree!

►    Can I have someone to guide me all the time, recommend the best decisions & monitor all my investments?

Banks with changing relationship managers can never do what a boutique firm can!

►    Can someone take care of my assets and protect the interest of my family if I am incapacitated?

Relations happen with individuals and not with buildings of corporations; building don’t care about you

►    How can I be 100% sure that my assets will go to my beneficiaries as per my wishes?

Your wealth manager can be your best executor

►    Many a times there is a fair amount of paperwork. Will someone do this for me?

A firm that cares about you and your family will do this but some interested in a transaction will never care

Continuity of advice

►    Too may cooks spoil the broth! So how can multiple type of advice help you?
►    Ultimately you would want that your wealth manager is there forever; A relationship manager is always temporary v/s a person or firm managing your money permanent.

Experience

►    Experience is not about how much return was made last year. It is about how many financial cycles the key person you are dealing with has been through.
►    You do not have to try to hard to find out; if there is experience it is visible.