WEALTH MANAGEMENT
Wealth management is a practice that in its broadest sense describes the combining of personal investment management, financial advisory, and planning disciplines directly for the benefit of high-net-worth clients.
- Undertaken by the wealthy
- Needs existing wealth
- Deals with preservation and increase in wealth
- More active management
Our Process
FINANCIAL PLANNING
A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.
- Identify all the financial needs of a person
- Classify the financial needs as short term, medium and long term
- Translate the needs into monetarily measurable goals
- Plan the financial investments to realize the goal
Our Process
ASSET ALLOCATION
A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.
- Identify all the financial needs of a person
- Classify the financial needs as short term, medium and long term
- Translate the needs into monetarily measurable goals
- Plan the financial investments to realize the goal
Our Process
