What is Wealth Management?
Wealth management is an investment service that combines financial planning and also investment advice. It includes accounting & tax services, retirement planning, legal or estate planning and educational & marriage planning for children.
Wealth will play different roles over the course of your lifetime. It is important to acquire wealth but more important is, how it will manage. It is a challenge even for the inform ones in the complex world of financial markets. Before planning investment strategies, it is important to understand your needs and goals. On this basis, your investment goals can be organized and also an appropriate service can be utilized to meet growth opportunities for your wealth.
It is not how exotic your portfolio is but how well it’s structured to satisfy your objectives and provides you regular returns whatever the economic environment.
Wealth management is a broad service, providing comprehensive research-based advisory along with convenient and personalized investment execution. KPW offers an unmatched product basket, ranging from debt, equity, mutual funds, insurance, derivatives, commodities, structured product, international funds, art funds, and reality. it’s a unique service aimed at reworking clients’ dreams into reality.
PTIC was set up to cater to HNIs, keeping in mind that they require a different kind of financial planning and management.
Our services include planning and protection of finances, planning of business and retirement wants, and a host of other services, which will help augment their existing as well as future finances and lifestyle. we mix a hard-nosed business approach with a soft touch of personalized attention and dedicated client care.
Our research reports have been widely appreciated by the HNI segment. The delivery and support modules are fine-tuned by giving our clients access to online portfolio information, constant updates on their portfolios also as added advice on portfolio churning, sector switches, etc. Moreover, the investment recommendations given by our analysis team in the money market have enjoyed a high success rate.
To tap NRIs, we commenced operations in the middle east, Dubai to cater to a significant Indian population that resides there and is keen on participating in India’s growth story.