• The objective of the Wealth Management services is to help you plan your investments. We will assess your risk appetite and risk-taking ability and recommend an asset allocation plan. In each asset class, we will recommend a specific set of instruments backed with research and objectivity.
• Once you decide on the instruments we will also help you execute the investments. SFA will be the one-stop shop for you to plan, detail, and execute your investment decisions. We will send you regular updates on the performance of your portfolio. Besides we will recommend any changes to your portfolio which would be driven by portfolio performance as well as our view on the asset classes.
• Portfolio Reviews would be encouraged on a 6 monthly basis to ensure, investments are as per asset allocation
• Risk and Return Expectations based on Market conditions will be detailed by our advisors

Key Components of Wealth Management Services

Financial Planning

Creating a roadmap tailor-made to your economic goals and aspirations. This includes budgeting, savings strategies, retirement-making plans, and extra.

Investment Management

Developing and coping with investment portfolios aligned with your risk tolerance, time horizon, and economic desires.

Estate Planning

Structuring plans to manipulate and switch wealth throughout generations while minimizing tax implications.

Risk Management

Identifying ability risks to wealth and imposing techniques to mitigate them, which include coverage and asset safety.

In conclusion, Wealth Management is a comprehensive method of dealing with wealth that integrates diverse financial services to help individuals and businesses obtain their monetary goals whilst supplying peace of mind and a clear direction closer to monetary achievement. As one of the premium wealth management companies, we cater to all such needs and preferences of clients.