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Financial Planning

What is Wealth?

Basically wealth is an abundance of variable material resources. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

What is Management?

Management is the art of getting the work accomplished by the efforts of other persons and factors. Management involves Planning, Organizing, Staffing, Controlling, Directing an organization.

What is Wealth Management?

Wealth Management is a discipline that incorporates financial planning, Investment in portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers are accredited professionals who work to enhance the growth and income of his clients. Investors who have already accumulated a fair amount of wealth look for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed for efficient and effective Wealth Management. Also for enhancing the wealth to beat the inflation and raising expectations. Wealth Managers use their experience in planning, risk management and to manage the holdings of high net worth client. A good Wealth Manager not only sustain the current profile but also work to enhance the client holdings.

Wealth management is an integrated process for helping clients manage their wealth. It involves a wide range of services and the services depend upon each investor. A good wealth management should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow.

Features of Wealth Management:

  • Review of risk profiles of the customer.
  • Track holdings for returns.
  • Review Customer’s details and risk profile.
  • On approval by client they execute financial plans.
  • Based on the advanced algorithms they provide tax coverage, education and insurance.
  • Interfaces with banks, portfolios management systems, price vendors and other agencies.
  • Provides dynamic search.
  • Document Management.
  • Dynamic user access control.

We handle information for the following segments:

  • Stocks
  • Stock Options
  • Bonds
  • Funds
  • Insurance
  • Cash flows
  • Tax Planning
  • Estate Planning