Wealth Management Services
We all have objectives we want to achieve in life, but without precise financial planning, how do we expect our money and assets to work in favor of our goals Some of us have worked hard to achieve a facet of wealth, while others aspire to be financially independent. Our goal is to assess our clients’ current financial situation, understand their future aspirations, then systematically and strategically provide comprehensive quality financial products. Our service is designed to offer honest, transparent, tangible and realistic results in both the creation and preservation of wealth while paying particular attention to Risk Management. In essence, allowing us to do what we do best, allows you to get on with what you do best.
Our Roles & Responsibilities:
» Minimize tax liabilities
» Risk Management
» Educate / Update clients’ on investments
» Protect that which has accrued over time
» Deliver a Personalized Cash Flow Chart
» Periodic “Updates to maintain its alignment with the goals
Mentor Trading & Capital Consultants Private Limited
Product Description
We all have objectives we want to achieve in life, but without precise financial planning, how do we expect our money and assets to work in favor of our goals? Some of us have worked hard to achieve a facet of wealth, while others aspire to be financially independent. Our goal is to assess our clients’ current financial situation, understand their future aspirations, then systematically and strategically provide comprehensive quality financial products. Our service is designed to offer honest, transparent, tangible and realistic results in both the creation and preservation of wealth while paying particular attention to Risk Management. In essence, allowing us to do what we do best, allows you to get on with what you do best.
Our Roles & Responsibilities:
» Minimize tax liabilities
» Risk Management
» Educate / Update clients’ on investments
» Protect that which has accrued over time
» Deliver a Personalized Cash Flow Chart
» Periodic “Updates” to maintain its alignment with the goals
» Available at all times to help find suitable solutions for your concerns
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About the Company
Mentor Wealth Consultants Private Limited (Mentor Wealth) is a financial services company with a pan India accessibility. It is an off-shoot of its predecessor, M/s Mentor Capital Care, a proprietorship concern, which had been providing similar services for over 10 years, to the satisfaction of its clients. Mentor Wealth® offers a wide array of products and services, including integrated Financial planning, Asset management, Wealth management, Broking services and Insurance. Mentor Wealth® serves over a thousand clients, including corporate and institutions, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized financial planning and investment management solutions to Individuals as well as Institutions. “Maximizing Wealth” is the first and foremost motive of the Company.
Seller Contact Details
807, Wave Silver Tower
Plot No: D-6 Sector-18
Noida - 201301, Gautam Budh Nagar, Uttar Pradesh, India
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