In depth analysis of your goals and objectives is carried out by our seasoned advisors with the help of our in-house calculators and questionnaires; thus arriving at the most suitable path and investment products to achieve your unique goals.
Your risk appetite and time horizon is assessed through proprietary risk calculator, thus, arriving at the most suitable asset allocation to achieve your unique goals.
Based on the risk profile, investment horizon as well as investment objective, a model portfolio is suggested to the client. Investment style; whether SIP or lump-sum as derived is executed here. At this stage, if the client has an existing portfolio a restricting is also suggested.
At periodic intervals, the client's portfolio is reviewed for rebalancing as per the advised asset allocation,if required.
Dedicated research is our unique strategic attribute, helping us offer an above edge wealth management advisory model. We have a dedicated team of research analysts specializing in mutual funds. Our research-based portfolio management comprises the best mutual funds in India, backed by fundamentals comparisons on both quantitative and qualitative parameters.
It is our pleasure to service clients, who come from a diverse background including retail investors, HNIs, corporates, trusts, banks and Government agencies.
Our Corporate Advisory team members have extensive experience in providing appropriate fund selection advice across asset categories to Corporates like you. In addition, we also have significant expertise in helping corporate employees with their financial and tax planning needs.
Call our branch office nearest to you, or Email us at contact@way2wealth.com. Contact us
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