Wealth management services

What is Wealth Management?
Wealth management is an advisory practice which incorporates variety of financial disciplines like investment management, taxation, legal procedures, estate planning, retail banking and many more. In simple terms it means management of a person’s wealth. In common practice this service is given by CFAs (Chartered Financial Analysts), Certified Financial Planners, Chartered Financial Consultants, CAs (Chartered Accountants) and money managers with business management degrees to high net worth individuals. The main goals of wealth management in the modern perspective include ensuring favorable tax treatment and increase income to generate long term growth of existing wealth.
Wealth management not only channelizes right investment of surplus funds but also plans expenses for an efficient and sustainable cash flow.
We at Shri Ashutosh Securities Pvt Ltd, strive hard to balance different asset classes to maximize returns and minimize potential losses.
*Mutual fund investments are subject to market risk. Please read the offer document carefully before investing.