Capital Advisors
Indiamart Member Since
Aug 2014
Wealth Advisory Service
Wealth, acquisition of wealth and management of wealth… the only thing in this world that truly has equal opportunities for everyone irrespective of caste, creed, race, sex or any other thing you know of where you are given differentiated / low / biased / non-privileged sort of treatment. This is the only area of human life where you could own the exact same asset that is owned by the multi-billionaire you know of. Each one of us has absolute & equal rights to acquire the wealth we desire… and the age old maxim of “what you sow; you shall reap just fits perfectly. We would like to take this maxim further. The more you sow, the more you shall reap.
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. 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 licensed investment advisors. 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 managers must contain a current profile of client holdings. 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. It is based on the long term relationship with the customer. It results in deeper customer relationship which leads to increased profitability and more client referrals. Wealth management offers wealth managers the opportunity to cross-sell a huge range of services and products to each customer as appropriate. Wealth management is an emerging sector.
Product Details
Company Details
Product Description
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. 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 licensed investment advisors. 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 managers must contain a current profile of client holdings. 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. It is based on the long term relationship with the customer. It results in deeper customer relationship which leads to increased profitability and more client referrals. Wealth management offers wealth managers the opportunity to cross-sell a huge range of services and products to each customer as appropriate. Wealth management is an emerging sector.
About the Company
This is where the role of a Investment Advisor comes in. Just as one size doesn't fit all, one financial plan can’t fit all. At Capital Advisors, we understand your lifestyle, your earnings, responsibilities, assets and liabilities and create a financial plan that is unique to you.
The result - a complete understanding of your personal profile that will serve as the foundation for defining a long-term investment strategy tailored to your specific needs and preferences and not just catering to your ‘tax planning’ requirements (u/s 80C).
Our philosophy is designed to achieve long-term investment goals, and is based on the following core principles:
- Identify your unique needs, goals and objectives
- Build an asset allocation roadmap
- Formulate a plan and portfolio selection
- Continuous portfolio monitoring.
We educate our clients so that with time they are more focused on achieving their goals and objectives along with the financial advisor, instead of relying blindly on the latter.
Our fee-based approach is designed to eliminate conflicts of interest. It results in unbiased and honest advice. Money isn’t everything, but having control and confidence about how you are managing it can allow you to concentrate on other things like your family, your career, and your future. We believe that all your dreams are achievable and we look to partnering you so that you can live your dreams!
Seller Contact Details
1102, Level 11, B Wing, Peninsula Business Park, S B Road, Lower Parel, Lower Parel Mumbai - 400013, Maharashtra, India
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