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Protect Your Wealth
Our team of financial experts design appropriate risk management processes to re-balance your investments on a periodic basis. This helps your investments grow whenever there is an opportunity and stay protected during a downturn.
Risk Management
Preserving your wealth through careful risk management is the cornerstone of our approach. Our Risk Managers work closely with your Relationship Manager to track the risks to your investments, and suggest suitable measures to mitigate it. We measure your risk appetite and structure your investments before your funds are invested across different investment opportunities.
Diversification
Diversification is your best bet against a volatile economic scenario, and we make it a part of your wealth management and protection. We suggest to you a range of products diversified across equity, debt and different asset classes to reduce the risk of your investments.
Investment Products
We recommend the use of a mix of fixed income investments such as fixed deposits, bonds and variable income investments such as equities and mutual funds to achieve your short-term and long-term goals. These ensure that your wealth stays protected and more importantly grows as per the planning.
Insurance
Your responsibilities go beyond your income: mortgage payments, school fees and other expenses. Your Relationship Manager can suggest a range of products to match your needs, ranging from Life Insurance, Home Owner’s Policy, Car Insurance and policies linked to your business, to protect what matters the most.
Retirement
A successful wealth management strategy is one that not only provides for you and your family today, but also preserves your wealth so you can enjoy your retirement years tomorrow.
To ensure a financially secure retirement, our team of financial experts will recommend a tailor made strategy, specifically suiting your lifestyle.
