Home Contact Us Site Map
Follow us on Facebook Follow us on Twitter Follow us on Linkedin You Tube
India Practice
Services - Wealth Management

Our penchant for a process based approach to wealth management for high networth families focuses on preserving, accumulating and growing our clients’ wealth.

Our wealth management process has evolved over a period, with rich and insightful experience gained via constant interactions with affluent clients such as you. We aim at optimizing the risk-return schedules and strive to provide the client with optimal returns based on a five step wealth management process:

Risk profiling and need analysis
Understanding existing asset allocation patterns, tax efficiency, capital protection needs, lifestyle, financial contingencies, risk management and wealth creation objectives
Sourcing of best in class investment ideas and portfolio managers through a research based selection methodology. Our independence in selection of ideas and managers allows us the flexibility to align closely with your portfolio objectives
Regular investment reviews and assessment of the success of your investment strategy in relation to your financial goals roadmap

Portfolio tracking and review with 24x7 online access to your investment portfolio enabling you to access your portfolio from any part of the globe

© Copyright 2010, Plan Ahead Wealth Advisors. All rights reserved.  l   Disclaimers/Disclosures/Grievance Redressal System  l   Privacy Policy