What is Wealth? Wealth is the freedom to attain whatever you want, whenever you want to.
What is the best investment? There is nothing called the "best investment", we believe it is only the"right mix". This "right" is dependent more on the person's ambitions rather than the product's attributes.
Leveraging the expertise of Harmoney. This service is brought to you through our tie-up with the Harmoney Wealth Advisory Services India (P) Ltd., the professional financial planner accredited as certified financial planner by the Financial Planner Standards Board (FPSB) of India and recognised by M/s Franklin Investment as the No.1 promoter of Systematic Investment Concept.
Scope of services for high net worth individuals
Wealth Management through authentic financial planning
Debt restructuring
Cash-flow Management
Retirement planning
...ALL THE TIME!
Entrust Wealth Factor from Bartleet TransCapital to manage your wealth. You'll be a winner all the time.
Wealth Factor from Bartleet TransCapital. A financial services conglomerate synergizing and maximizing the potency of its subsidiaries, associates and alliances through single window solutions to customers
What is Wealth Management? It is an all-inclusive set of strategies that grow, manage, protect and distribute your assets in a planned and integrated manner. This would include:
Comprehensiveinvestment strategy
that balances best-in-class investment tools with prudent risk tolerance, to achieve your financial benchmarks that support your lifestyle goals. Asset management.
Are your assets working as hard as you are? A constant monitoring of the mix to optimize the yield and conserve the corpus. This also requires expert inference of the booming real estate as a class of assets. Proactive, forward-looking planning
that recognizes that as the nature of your assets grow and change, you will require a team of professionals constantly reviewing the tax, assets and financial implications of those changes for you.
In other words it's similar to having a personal CFO for managing the myriad investment choices, ever-changing tax laws, and the complexity of total asset planning.
Tax planning to ensure that you avail yourself of all the deductions and concessions provided under the law so that you can retain and increase your personal wealth.
Call Wealth Factor Hotline 4740590 for more details
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Wealth Factor Newsletter – July 2011 NEW !Download
