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Wealth Management Services

Portfolio Management Services provides solutions for the investment needs of select clientele, through focused portfolios.

In India there are several institutional participant to offer Portfolio Management Services to HNIs and Institutions,like- Mutual Fund Houses, Broking Houses etc. They are governed by SEBi rule of conducts. Most of these Wealth Management Services have a successful track record of over 10 years of experience in offering Portfolio Management Services.

The proceeds from a life insurance policy are paid to the beneficiary on a tax-free basis, which provides a lump sum that can be used for a number of purposes. Depending on the type of policy chosen, life insurance can also provide a savings component for the policyholder.

Investing requires knowledge, time, and the right mind-set. This is besides constant monitoring. Wealth Management Services gives you professional managers who strategize to deliver you consistent returns keeping your risk appetite in mind. Every portfolio manager has a well-defined investment philosophy and strategy that acts as a guiding principle.

Our strong base of Wealth Management clients stands testament to the quality and value of our services and recommended Wealth Management Services. We keep selecting the best Wealth Management Services of the industry and offer them to our clients from time to time. We select Wealth Management Services Schemes which aim to create a portfolio that suits your requirements; therefore we will first seek to understand a client's needs and investment objectives, and on that basis offer a portfolio that best suits these needs and objectives.

Wealth Management Services relieves investor from all the administrative hassles of investments. You receive periodic reports on your portfolio performance and other aspects of your investments. Investments are tracked continuously to maximize returns.

In a Wealth Management Services setup, your relationship manager defines your financial goals and advises you the right product mix. They give personalized service and ensure that you receive periodic updates and account performance reports.

Wealth Management Service: Basics
  • What is the fee structure for Wealth Management Services ?

    The fee structure depends from company to company. ......

  • What are the tax implications of investments in Wealth Management Services ?

    At present, 10% tax is chargeable for short-term capital gains and no tax is chargeable on long-term capital gains. Securities transaction tax (STT) is also applicable. ......

  • What are the advantages of investing in Wealth Management Services vis-a-vis mutual funds ?

    Read to know the advantages of investing in Wealth Management Services vis-a-vis mutual funds. ......

Wealth Management Service: Did You Know
  • Is there a maximum limit for investing in Wealth Management Services ?

    There is no upper limit on the amount you can invest in the Wealth Management Services. ......

  • Does Wealth Management Services have any lock-in period ?

    There is no lock-in period according as per regulations. But some companies may have a lock-in period depending upon their company polices. ......

  • Do I need to have Permanent Account Number (PAN) ?

    Yes, you need to have PAN. ......