My Portfolio
Wealth Management
 
Successful Wealth management is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals..

How is it different from Financial Planning?
 
Wealth management means taking care of the needs of affluent clients, their families and their businesses as part of a long-term, consultative relationship." 

While this sounds similar to Financial Planning (FP), it differs in the sense that Financial Planning is for one and all while Wealth Management (WM) is only for a select few. WM relates more the management of plenty, while FP aims at getting the most out of limited resources.