Financial planning & Wealth management
Financial planning & Wealth management service in Gujarat
With this comprehensive service, we help you identify and quantify your unique goals, evaluate the current situation, and develop efficient strategies to achieve the goals. We research and recommend solutions tailored to your needs and educate you on all the options available in an unbiased manner. Your written financial plan is developed and implemented with professional risk profiling, diversification, asset allocation, and risk management. We also review your existing investments and insurance in detail and recommend changes as needed.
This applies to any individual or family, no matter your age, income, or wealth. Your goals can be saving for a child's education and marriage, buying a home or car, retirement planning, pension, insurance, or just investing in growing wealth.
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This ongoing Wealth Management service in vadodara is for clients who have the above holistic financial planning done and would like a professional to review and monitor their investments to concentrate on what they do best.
Investments would be examined in an unbiased manner, and necessary modifications will be recommended to ensure that the plan stays efficient and in line with the client's goals.
We will monitor the investments and keep you informed on your progress. Keep in mind that your funds are invested outside and never with us; we only act as consultants.
Includes
What about financial service fees ?
We do not charge fees based on your net worth or income. It is a flat fee of Rs. 25,000 (inclusive of GST) for the one-time 'Holistic Financial Planning' exercise and 1-2% of your AUA (Asset under advice) per year (exclusive of GST) for the ongoing Wealth Management service in Vadodara.
Clients choose to pay fees for trusted advice because the value obtained from this unbiased approach is often more than the one-time fee they pay. They understand that 'free' advice is more expensive than 'fee' advice.
We ensure that wrong product choice, hidden fees, commissions are avoided, and you make fully informed financial decisions. You get one-on-one personalized advice tailor-made to your unique requirements and financial goals.