Wealth Management Services
When wealth grows, so does the complexity of its management. Whether you’re building on your existing wealth, protecting your family’s financial security, or thinking about your legacy to the next generation, Milestone Financial Consultants offers a complete array of wealth management services, products and solutions to meet your needs.
Our Approach
wealth management approach
Understanding your situation
Since every client situation is unique, we begin by learning about you, your family and your financial complexities. We will look at all aspects of your current financial situation existing assets and resources, your risk tolerance, return objectives, goals, liquidity needs, time horizon and other factors. What we learn from you will form the foundation for our future analysis and recommendations.
Strategic asset allocation
We develop a customized asset allocation mix that considers risk, opportunities and taxation. This asset allocation becomes the basis for a long-term strategy formalized in your investment policy.
Tactical asset allocation
Milestone Financial Consultants
Product Description
When wealth grows, so does the complexity of its management. Whether you’re building on your existing wealth, protecting your family’s financial security, or thinking about your legacy to the next generation, Milestone Financial Consultants offers a complete array of wealth management services, products and solutions to meet your needs.
Our Approach
wealth management approach
Understanding your situation
Since every client situation is unique, we begin by learning about you, your family and your financial complexities. We will look at all aspects of your current financial situation existing assets and resources, your risk tolerance, return objectives, goals, liquidity needs, time horizon and other factors. What we learn from you will form the foundation for our future analysis and recommendations.
Strategic asset allocation
We develop a customized asset allocation mix that considers risk, opportunities and taxation. This asset allocation becomes the basis for a long-term strategy formalized in your investment policy.
Tactical asset allocation
We keep constant tabs on the markets in order to take advantage of short-term and medium-term opportunities, giving due consideration to taxation and costs involved.
Portfolio construction
Once we clearly understand your financial objectives and establish your risk/return profile, we develop a customized Investment Each component (mutual funds, stocks, bonds, ETF's, Commodities) is comprehensively researched and evaluated for fit in your portfolio.
Portfolio implementation
After we thoroughly review your plan with you we will ask for your approval to implement the investment strategies recommended. Specific investment decisions on a product level are deployed.
Portfolio monitoring & review
We regularly analyze and review your portfolio and situation to ensure your financial objectives are being met in light of your changing needs.
Product Image
About the Company
Milestone Financial Consultants, founded in the year 2005, is an independent wealth management and investment advisory firm built upon a foundation of professionalism, trust and integrity.
We provide objective, unbiased and rational financial advice to individuals, families and institutions. Working in partnership with you, we will help you preserve the value of your assets while simultaneously optimizing their performance through wise asset allocation, prudent risk management and effective investment strategies. We complement these services with robust execution capabilities and attentive client service.
Together with Milestone Financial Consultants, you can carefully define your financial goals and design a strategy to help achieve them. Your individual plan will be based on your unique goals and dreams taking into consideration your attitudes, preferences and present situation.
Seller Contact Details
S-23, 2nd Floor, Regency Plaza, Comba, Margao , Comba Goa - 403601, North Goa, India
Get Directionsneed
details