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WEALTHMANAGER.CO.IN

Wealth Manager

Wealth Manager is a small boutique firm into wealth management, founded by bunch of breakaway private bankers, to provide assistance from the very beginning of the investment process through structured approach rather than make ad-hoc investments. The basic approach is what sets up apart. We believe in advising companies and individuals or families based on the concept of strategic asset allocation, an approach the looks at you before looking at markets or products.

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Wealth Manager is a small boutique firm into wealth management, founded by bunch of breakaway private bankers, to provide assistance from the very beginning of the investment process through structured approach rather than make ad-hoc investments. The basic approach is what sets up apart. We believe in advising companies and individuals or families based on the concept of strategic asset allocation, an approach the looks at you before looking at markets or products.
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Wealth Manager | wealthmanager.co.in Reviews

https://wealthmanager.co.in

Wealth Manager is a small boutique firm into wealth management, founded by bunch of breakaway private bankers, to provide assistance from the very beginning of the investment process through structured approach rather than make ad-hoc investments. The basic approach is what sets up apart. We believe in advising companies and individuals or families based on the concept of strategic asset allocation, an approach the looks at you before looking at markets or products.

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1

Wealth Manager

http://wealthmanager.co.in/insuranceplanning.html

Nothing is fool-proof in this world. The world is full of tragedies to happen and take a toll on our lives. We can’t really avert these tragedies, but we can atleast lower their impacts by choosing a right insurance cover. Finding the lowest- priced insurance company is easy, but you have to make sure the one you finally choose is reputable enough so that it can cover you adequately after an accident.

2

Wealth Manager

http://wealthmanager.co.in/financialplanning.html

We create an overview of your financial investments and work together to determine the objectives for your business. Through careful calculation of your risk factors and risk tolerance, we determine your personal risk profile. Together we discuss how much risk you can and want to accept in order to increase your capital’s profitability. Based on your risk profile, we chalk an investment strategy and provide you with a suitable investment proposal.

3

Wealth Manager

http://wealthmanager.co.in/team.html

He has been associated with Wealth Manager for over 8 years. He worked with ICICI Bank Ltd., Kotak Bank Ltd. and Citi Bank ( Citi Gold Wealth Management ) before joining Wealth Manager when they commenced operations in India. He has 11 years of experience in banking and wealth management. He worked with HDFC Bank Ltd., Citi Bank and Deutsche Bank before joining Wealth Manager as Financial Planner.

4

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http://wealthmanager.co.in/Finnsys/passreminder.asp

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5

Wealth Manager

http://wealthmanager.co.in/newsandevents.html

The Xtraordinaire Award by AXIS Asset Management Company Ltd. Press Esc to close.

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