Wealth Management
Key Features
What We Offer
Comprehensive wealth planning
Portfolio management
Estate & succession planning
Philanthropy advisory
Family office services
Alternative investments
Our Process
How It Works
1
Discovery
Understand your wealth goals
2
Planning
Create wealth management plan
3
Implementation
Execute wealth strategy
4
Monitoring
Track wealth performance
5
Reporting
Regular wealth reports
Benefits
Why Choose This Service
Dedicated wealth manager
Exclusive investment opportunities
Global investment access
Multi-generational planning
Privacy & confidentiality
Comprehensive wealth reporting
FAQ
Frequently Asked Questions
What is the minimum portfolio size?
Our wealth management services are available for portfolios starting at ₹1 Crore.
How do you charge for wealth management?
We charge a percentage of assets under management (AUM), typically 0.5-1.5% annually.
Can I access international markets?
Yes, we provide access to global investment opportunities through our partner network.