Wealth Management


What is Management?

Management is the art of getting the work accomplished by the efforts of other persons and factors. Management involves Planning, Organizing, Staffing, Controlling, Directing an organization.

What is Wealth Management?

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client.

Wealth management is an integrated process for helping clients manage their wealth. It involves huge a wide range of services and the services depend upon each investor but the condition is that services should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow.

Features of Wealth Management:

  • Allows customer to review risk profiles.
  • Track holdings against model portfolios fro returns.
  • Captures Customer’s details and risk profile.
  • On approval by client they execute financial plans.
  • Based on the advanced algorithms they provide tax coverage, education and insurance.
  • Interfaces with banks, portfolios management systems, price vendors and other agencies.
  • Provides dynamic search.
  • Document Management.
  • Dynamic user access control.

We handle information for the following segments:

  • Stocks.
  • Stock Options.
  • Bonds.
  • Funds.
  • Insurance.
  • Cash flows.
  • Education Planning.
  • Tax Planning.
  • Estate Planning.