➤ Systematic arrangement of finance for the client’s long term & short term goals like- Buying a house, car / Education & marriage of children/World tour etc. & also making provision for contingencies
➤ Advising client the best investment opportunity depending upon
➤ Return expectation
➤ Risk appetite
➤ Horizons
➤ Current investment
➤ Advising & planning one’s tax related matters in connection to investment planning
➤ Reviewing portfolio regularly and suggesting any changes according to the market scenario
Detailed description of services in WM
➤ Assessing the client’s financial health – through analysis of current financial context. This includes the income, expenses and net worth (assets and loans).
➤ Understand customer’s current investments across debt, equity, realty, PMS, structured products and other asset classes.
➤ Helping & advising client to set up Short term & long term goals like
➤ Buying a house
➤ Buying a car
➤ Education of Children
➤ Marriage of children
➤ Estimation of the required retirement corpus after detailed discussions with the customer regarding expected post retirement lifestyle and likely sources of other income if any.
➤ Execute the transactions from time to time.
➤ Suggest investment themes and ideas from time to time – covering sectors, new fund
