A prospective client approached Wealth Management seeking investment advisory for self and family; the assets he offered as security were multipart in nature.

The Situation - Assets holding were manifold difficult to consolidate

Beneath the inherent requirement of Investment Advisory on diverse asset classes, our interactions revealed the need for consolidation of Family and Office wealth. Since business was family run many assets were held under various companies.

Our Advice - Regularize holdings and assign worth

Our first advice was to regularize all the holdings and assign them as per needs and requirements. Since there were business partners from same family we recommended de-linking and de-risking personal and business investments. Once this was established a need for creation and securitization of wealth for long term goals was advised in addition to just a pure investment advisory.

What Changed - Establishing a new relationship

Backed by the strength of our research, our Investment Planning Process helps you optimize your wealth and empowers you financially. As part of the process, we aim to help you identify your current financial status, risk profile and investment objectives so that we can recommend a portfolio best suited for you.

To understand your specific requirements, risk appetite and investment capacity, prior to advising you on your investments, our Wealth Manager assesses your risk tolerance with the help of an Investment Profiler Questionnaire.

After helping you understand your risk profile, we recommend the ideal portfolio and the level of exposure you should have in each asset class. These take into account your objectives as well as your appetite for risk. This way, we help you maximize the returns generated on your portfolio. This portfolio, can of course, always be changed by you, should your preferences change.

After arriving at the level of exposure within each asset class, we help you choose the most promising products available to meet your requirements. With respect to Mutual Funds, this is done on the basis of an objective and comprehensive ranking methodology based on historical data, which takes into account various returns, risk and portfolio related parameters.

We provide regular consolidated statements of your investments that highlight the latest market value of your portfolio. Apart from this, we also offer an analysis on the gains and losses made on your portfolio.

As our client, you get access to our regular specific research updates. Our market reports on the various asset classes analyse performances of funds in each asset class and help you take the right decisions about your investments.