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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

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why do i need help to manage my wealth

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

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

where do i start
Where do I start?

By defining your Investment Objectives

The Key parameters:

  • Time horizon
  • What time period is envisaged for Investment?
  • Risk profile
  • What level of risk or volatility is acceptable for the Portfolio?
  • Liquidity requirements
  • Will there be regular drawings from the portfolio or a specific income requirement?
  • Geographic and performance benchmark
  • Is asset/liability matching an important consideration?
  • Against which benchmark index should the portfolio performance be evaluated?
slide3

How do I manage risks?

  • Diversification –
    • By holding a basket of Financial Assets
    • By creating alternative streams of income
    • Separation of Primary Wealth (self generated) from Savings/Accumulated Wealth
  • Protection of Wealth from encumbrances -
    • Performance failures of deliverables
    • Invocation of personal guarantees
    • Fraudulent activities of stakeholders in Business
    • Acts of God
  • Creation of buffer incomes to protect against market cycles
approach at verdant
Protection

Diagnosis

Initial diagnosis of your wealth

In-depth look at your personal situation

Planning & Organization

Estate Planning

Tax Planning

Life contingency Planning

Bridging cash flow gaps

Growth

Asset allocation decisions

Active management processes

Selection management style

Approach at Verdant

Control

  • Monitoring of your assets
  • Regular reviews of your needs and objectives
  • Complete reporting services, private net – on line info. service
slide5

Your objectives drive the way Verdant works

Management of your Financial Assets - Process

Strategic wealth management:The elements of a successful plan

  • Weanalyse your financial situation and personal goals, including assets, liabilities, risk profile, time horizon and cash flow requirements.
  • Then weimplimenta comprehensive strategy, based on your needs and goals, focusing on integrated wealth planning, optimal asset allocation and customized portfolio design.
  • We regularly reviewmarket conditions and your individual circumstances, identifying opportunities and adjusting your plan to ensure that it keeps pace with your goals.
slide6

Tax Planning

  • Investments arising from large Capital Surplus caused by sale of
    • Personal assets i.e. property, shares etc.
    • Business assets i.e. strategic divestment
    • ESOPs,

leading to

Personalized Financial Solutions within the ambit of ‘Tax Laws’

    • Structured Solutions imperative to capture the ‘Risk Profile’
    • Customised for specific transactions, perhaps, to meet cash flow needs
    • Specific requirements to meet multiple financial objectives due to multiple owners of monies
  • Returns on Investment Portfolio
slide7

Estate Planning

  • The need:
    • To avoid/reduce disputes
    • To plan Taxes
    • To ensure continuity
  • Methods:
    • Writing of Will
    • Creating of Trusts
    • Nomination/Assignment of Assets
verdant s values lead to results
Verdant’s Values lead to Results

Customer

Focus

We place customers at the center of our activities and they drive all thatwe do.

Teamwork

We benefit from the diversity of our people and business and put them to work to achieve your success.

Innovation

We are constantly challenging conventional wisdom and developing new solutions to meet customer requirements.

Performance

We are committed to a result oriented culture.

Trust

We behave fairly and honestly. We are reliable.

slide9

Important Information

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.

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