Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and some aggregated financial services.
High Networth Individuals (HNI’s), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
Investors are not alike; each investor has his/her needs/requirement, investment motive, risk-taking capacity etc. Finaports offers an array of services to preserve and nurture your hard-earned money.
NRI may even not know what the investment avenues available are; it’s simply not possible to keep track of the dynamic nature of the wealth management world.
It’s always a good idea to hire an expert to take investment decisions. NRI’s may not know all the principles of a good investment. He may require the assistance from somebody else to analyze objectively his profile and to get his possible future financial needs identified.
The usual concerns of an investor are ease of transaction, safety, liquidity, return and tax implications. NRI may not be updated with the current best practices on investment in India and its best to hire an expert who is well aware how to address these concerns to various investment avenues while taking an investment decision.
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