Private Wealth Management is an advisory practice that incorporates Financial Planning, Portfolio Management Services and other aggregated financial services for our clients. Basically, it is a practice of solving or enhancing our client’s financial situation and achieving their financial goals and needs through providing a full range of financial products and services.
We at Kesari Financial Services focus on providing solutions for your financial needs and enhancing the financial situation by achieving your short, medium and long-term goals. Our range of Wealth Creation, Wealth Management and Wealth Protection solutions are provided through our partners that are leaders in their respective areas of expertise.
Following are some of the aspects of our approach towards Private Wealth Management:
Knowing our clients:
Here, we focus on determining the aspirational financial needs and goals of the clients. We also try to understand the risk appetite and asset allocation of our clients.
Professional guidance and expertise:
As a wealth management firms we enable our clients with the best financial managers from various industries.
Continuous monitoring:
After the investment is done, we continuously monitor the performance of the investments.
Risk & returns:
We minimize the risks of our clients portfolios by diversification and optimizing the return per unit of risk.
These partners enable us to provide solutions covering:
Direct Equity, Futures & Options – Online and offline platform.
Mutual Funds – investing in both Indian and international markets and across multiple asset classes.
Portfolio Management Services (PMS) – across equity, debt and real estate.
Bonds / Deposits – Issued by Government, and Corporates.
Structured Products – Customized Wealth Creation Tools.
Life Insurance Solutions taking care of Risk Coverage, Investment and Pension solutions.
General Insurance covering health, Businesses and Assets.
Our advisors address our client’s most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios. As well, if you have any grievances regarding transfer, non-receipt of share certificates or dividend warrants, Dematerialization of securities etc., or any issue regarding India Millennium Deposits, Resurgent India Bonds, get in touch with us. We will complete all your paperwork, documentation in this regard.
