Types of financial consultants:
Asset Manager and Wealth Manager are two types of financial consultants. If you want to invest only in stock, securities and bonds, you take advice of our asset manager. He helps to build your stock portfolio based on your risk taking capacity and time horizon.
Wealth Manager helps you in stock investments along with protection of assets. They assist in broader areas of finance. They also help in tax planning, estate planning, educational savings and charitable donation. You can take advice of our wealth manager if you are looking for a whole financial plans.
Financial Advice planning and investments
Please feel free to contact us for any kind of financial advice planning and investments. We also offer financial consultancy to firms, companies and all types of entities. Our S & P loan consultants would allot you with a dedicated finance consultant to guide/support you.