WEALTH MANAGEMENT
➤ Wealth management is an investment advisory service for high net worth individuals.
HOW IT WORKS
➤ Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth. The net worth needed to qualify for wealth management services vary among institutions, but the net worth threshold typically starts at about 2 Cr. Also, depending on the institution, the range of services available is highly customizable in order to meet the specific needs of the client.
WHY IT MATTERS
➤ Wealth management clients are highly sought after by financial institutions and financial service companies. Many banks that combine traditional banking and wealth management services have specialized sales and service teams to specifically cater to wealth management clients.
WEALTH MANAGEMENT SERVICES HAS A THREE LAYER APPROACH AT EquityEdge Investments.
PROTECTING WEALTH
Our first and main objective is to ensure there is no capital erosion of the invested funds.
GROWTH OF WEALTH
Our second objective is to ensure the base capital is constantly growing to provide a stronger base for the invested funds either through re-investment of returns or growth in value of Investments.
INCOME ON WEALTH
Our third and final focus for the invested funds would be to ensure that funds provide a regular stream of income, either for reinvestment or for client consumption.