When we talk of Wealth Management most people are skeptical whether there truly is something like Managing Wealth.
Well just like many of the professional services we have started using in recent years, Managing Money for Individual/Families has also truly emerged as a Professional Service offered by Specialized firms.
To us Wealth management is very straightforward. From the affluent individual’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation. From our perspective, wealth management is the ability of the advisory team to deliver a full range of financial services and products to an affluent client in a consultative way.
We at Trust First work on Asset Allocation strategies to manage Investors Wealth. We meet and discuss the Present Net worth(Total Asset –Liabilities) of the clients. We then develop a plan that will maintain and increase the client's wealth based on that individual's financial situation, goals and comfort level with risk. After the original plan is developed, we meet our clients regularly and review and rebalance the financial portfolio.
Years of experience makes us confident and we have the requisite insights and knowledge to offer Wealth management services to Investors.
"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."
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