Building Wealth is much more than Earning money
Money earned is the first basic step to build wealth someday. A pragmatic deployment of your money generates wealth.
Saving and Investing are very basic approach towards Finances. To build Wealth, a deep understanding of goals, horizon and entry / exit planning needs to be coupled with Wealth Protection. No standard cookie-cutter works for all. Generic advises, tips, tools, suggestions can get only that much ‘gain’. Our aim is to design a customized wealth building solutions. We handhold you in your desire transform Money into Wealth. We are here to deploy our experience, network, knowledge and adaptability into your journey.
Wealthier years Ahead !!
Post Global Economic meltdown due to Covid-19, India continues to be the favorite Investment destination. A country with huge consumption basket and low base is an assured Success story in waiting.
As one of the fastest growing economies, India offers NRIs a wide range of investment opportunities across a variety of asset classes: equity, fixed income, real estate, Bonds, Papers and more.
NRIs keen to explore investment opportunities in Indian capital markets can choose from various investment avenues such as India dedicated Mutual Funds Schemes, Portfolio Investment Schemes and other eligible securities. ISWM designs a bouquet for the purpose; customized to your risk profile and investment objectives.
To understand asset class behaviour, the offering must further be backed by a strong research team and a dedicated service delivery team. A transaction based investment management approach or the asset advisory approach offered by wealth management firms in the specific country can meet these needs.
ISWM team is well prepared to deploy Protection shields around your money’s journey towards Wealth.
The Immigration Laws and Income Tax have distinct definitions of NRI. Our tax consultants help us design Wealth Growth Plans appropriately.
We can connect thru digital mode. An initial understanding of your goals and our alignment can follow with detailed analaysis and counselling. Subsequent account activation to make it seamless for NRI’s Wealth Growth in India.
Your Goals + Our Expertise = Target Achieved.
No goal is achieved without adequate planning. With our Financial Planning Service, your investments are thoroughly tracked, monitored and regulated to ensure that your goals are always within your grasp.
Financial Planning is a Four stage process.
Our Representative fills out a questionnaire to assess your current position.
Our Expert team of analysts prepares a plan of action based on the details.
Our Portfolio Managers and back-end team execute the necessary investments converting words into actions.
Monitor & Adjust
The performance of your investments are regularly tracked and assessed, so changes can be made for optimum returns.
Managing Wealth is difficult to understand, easier done with expertise.
Wealth Management Services focuses on the managing portfolio of high-net-worth clients to track, consolidation , manage taxation and dash boards as per their customized need and provide Handholding all the time.