Why do I need help to manage my wealth?. Rapid Changes in the Financial Environment expose investments to market dynamics requiring constant monitoring and advice Traditional Investments too have become volatile Protection from Inflation – ‘the silent thief’, which erodes savings
Rapid Changes in the Financial Environment expose investments to market dynamics requiring constant monitoring and advice
Traditional Investments too have become volatile
Protection from Inflation – ‘the silent thief’, which erodes savings
Guidance to invest within ‘risk appetite’ (refer to Risk Assessment form)
Need to meet one’s long term growth objectives as well as short term cash flows
‘Holistic’ financial advice which goes beyond investments
By defining your Investment Objectives
The Key parameters:
Initial diagnosis of your wealth
In-depth look at your personal situation
Planning & Organization
Life contingency Planning
Bridging cash flow gaps
Asset allocation decisions
Active management processes
Selection management styleApproach at Verdant
Management of your Financial Assets - Process
Strategic wealth management:The elements of a successful plan
Personalized Financial Solutions within the ambit of ‘Tax Laws’
We place customers at the center of our activities and they drive all thatwe do.
We benefit from the diversity of our people and business and put them to work to achieve your success.
We are constantly challenging conventional wisdom and developing new solutions to meet customer requirements.
We are committed to a result oriented culture.
We behave fairly and honestly. We are reliable.
The information and opinions contained in this document have been compiled or arrived at from sources believed to be reliable and in good faith but no representation or warranty, express or implied, is made by Verdant Financial Advisory Services Pvt. Ltd. All opinions expressed herein are subject to change without notice. You should make an independent assessment, of the appropriateness of any investment in the light of your own objectives and circumstances, including the possible risks and benefits of the investment. This document is for information purposes only, descriptions of any company or companies or their securities herein are not intended to be complete and this document is not, and should not be construed as, an offer to buy or sell any security.