Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range of financial products and services.
Often, a holistic approach is taken within wealth management. To meet the complex needs of a client, a broad range of services—such as investment advice, estate planning, accounting, retirement, and tax services—may be provided. While fee structures vary across comprehensive wealth management services, typically, fees are based on a client’s assets under management (AUM).
We are AMFI registered financial Distributor of Mutual Funds and other Financial Products, with vast experiences in financial industry and serving a large number of happy investors.
40-12-5/1, Next to RAMS Apartment,
Behind Eenadu, patamata,
Vijayawada-520010
+91 8499918888
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