Our experienced Management Team to accompany you in your financial journey. Our senior-level team directly engages with you to understand your unique financial requirements, suggest an appropriate investment strategy, oversee the execution, review, re-visit, re-strategize and re-structure if need be.
Geared towards providing more than ‘Wealth Management’ Services, WealthFirst Finserv aims to preserve and grow family wealth for the enjoyment of present and future generations. This is done through a combination of data science-proven proprietary mathematical models to achieve the targeted growth of wealth followed by a systematic transfer of wealth for future generations.
An important aspect of a ‘Family Office’ is the efficient transfer of wealth to successive generations. We have a specialized and dedicated in-house team to help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime.
We mind your WEALTH so you can mind your BUSINESS.
💡 Inflation means things get more expensive over time. Like, if your favorite ice cream costs 50 rupees today, it might cost 70 rupees next year! Save and invest your rupees to fight this rupee monster! 🍦👹 #inflationfacts #rupeevalue #smartinvesting
🧮 Want a quick way to estimate how long your money will take to double at a certain interest rate? Use the Rule of 72! Just divide 72 by the interest rate. For example, with a 6% interest rate, it takes about 12 years (72/6) to double your investment. Handy, right? 📈🤯 #FinancialHacks #RuleOf72 #InvestmentTip
#FinanceExplained #CompoundInterest #FinancialGrowth #interestoninterest #powerofcompounding #investing #wealthmultiplier
Budgeting Basics 📊
💵 Want to start budgeting but don't know where to begin? 🤷♂️ Start with tracking your income and expenses. Make a list of everything you spend money on each month. This way, you can see where your money goes and make smarter financial decisions. 💡💰 #BudgetingMadeEasy #FinancialGoals #MoneyTips #wealthfirst
💳 Got debt? Prioritize paying it off! Start with high-interest debts like credit cards. The faster you pay them down, the less you'll pay in interest. It's like a financial weight lifted off your shoulders. 🏋️♂️💰 #DebtFreeJourney #FinancialFreedom #MoneyManagement #wealthfirst
🚨 Emergencies happen, so be prepared! Create an emergency fund by saving a small portion of your income regularly. Aim for 3-6 months' worth of living expenses. This financial cushion can save you from unexpected setbacks and reduce stress. 🛡️💰 #FinancialSafetyNet #EmergencyFund #MoneySavings #wealthfirst
Wishing you and your loved ones a joyous and prosperous Dasara!🎉🪔🌼
#happydussehra #wealth
💰 Saving is like hoarding cash under your mattress. 🛏️ Investing is like putting your money to work, potentially earning more. It's all about finding a balance between saving for short-term needs and investing for long-term goals. 🕰️📈 #SavingVsInvesting #MoneyChoices #financialbalance
Indian equities end the week on a negative note!
• Brent to end the week on a positive note (1.9%) despite the heavy fall today.
• Gold ends the week on a mute note (0.3%); Silver finishes strongly (2.9%).
FOMC hiked the Fed Funds Rate by 25 bps; currently at 5.0%
BoE hiked the key bank rate by 25 bpa; currently at 4.25%
What can we expect from the next week? Let us know👇
.
.
.
.
#federal #finance #reserve #usa #realestate #equity #capital #structure #stockmarket #mutualfunds #gold #global #weekend #turkey #syria #siliconvalley #wealth #global #world #assets #investment
Fed delivers a rate hike of 25 bps, as expected!
Let us know your thoughts in the comments!
.
.
.
.
#federal #finance #investment #assets #rich #risk #cash #capital #equity #economy #plan #inflation #insurance #wealth #mutualfunds #stockmarket
Investors await Fed interest rate decision with the expectations of a 25 bps hike!
Stay tuned for more finance related content!
.
.
.
.
#finance #rupee #investment #assets #wealth #federal #reserve #interest #rate #economy #insurance #stockmarket #mutualfunds #equity
Market regains the ground and ends positive!
• Equities in the US and Europe surged as investors' worry about global banking system subsides.
• Canada's inflation rate falls to 5.2% (v/s previous 5.9%).
• All heads towards Fed interest rate decision due tomorrow (22 March).
Euro Union raises $7.5 Billion for the Turkey-Syria earthquake.
.
.
.
.
#federal #realestate #reserve #finance #insurance #india #global #earthquake #europe #rupee #equity #investment #capital #structure #assets #wealth
Hello there! We are back with our posts.
Hope you all have been well.
• Chinese President Xi Jinping arrived in Moscow on Monday in order to discuss a peace plan between the 2 warring nations.
• Oil from Capsized tanker in Phillipines spreads to one of country's marine reserves.
• Indian inflation momentum is likely to be driven by the weather conditions like the El Nino effect (heat waves and lower than average rainfalls).
What do you think about the Fed interest rate decision meet this week? Let us know!
.
.
.
.
#elniño #turkey #syria #earthquake #india #global #world #plan #finance #insurance #investment #equity #capital #currency #commodity #debt #assets #wealth
Indian markets on the down low!
• US economy adds more jobs than expected (311k jobs added).
• Bank of Japan decided to stay with the decision of no rate hike this time too. The rate stays at -0.1%.
Let us know your thoughts in the comments!
.
.
.
.
#federal #repo #reserve #rich #risk #loan #debt #bank #siliconvalley #insurance #investment #wealth #assets #finance
Market highlights for today.
Let us know if we missed something!
.
.
.
.
#finance #stockmarket #economy #equity #plan #retirement #mutualfunds #capital #cash #money #investment #wealth #assets
Markets end mute as Fed stays aggressive!
• Fed Chair Powell testified that rate hikes may need to go back to a higher pace as warranted by the economic data.
• Job openings in the US higher than expected at 10.8 Million.
• US NFP data is due on 10 March.
• China's Inflation data is due tomorrow (09 March).
Did we miss something? Let us know in the comments!
.
.
.
.
#finance #federal #reserve #rbi #rupee #currency #commodity #debt #equity #capital #bank #global #world #cash #money #investment #assets #wealth
Market started the week on a positive note. Let us look at some pointers:
• Chinese authorities revealed an underwhelming economic growth target, leading the price of crude oil lower.
• China projects the target growth at 5%, lowest in over 30 years!
• China to unveil it's inflation rate on 09 March.
• Powell to testify tomorrow (07 March) at 8:30 PM (Indian time).
• The Kahramanmaras earthquake dealt a damage of over $34 billion to Turkey till now.
Let us know what you expect from the Fed tomorrow!
.
.
.
.
#turkey #syria #earthquake #economy #global #world #money #mutualfunds #finance #federal #reserve #rate #equity #debt #currency #commodity #wealth #assets
Market highlights for the weekend.
• US ISM Non Manufacturing PMI data came at 55.1.
• Fed Chair Powell Testimony on 07 March.
✓ Bright week for Brent Oil as commodity gains about 3% weekly.
✓ Gold gains about 2% weekly.
✓ Indian Rupee appreciates over 1% against the US Dollar.
What can we expect from the next week? Stay tuned to find out!
.
.
.
.
#weekend #rupee #mutualfunds #digitalrupee #debt #currency #commodity #dollar #equity #balance #investment #assets #wealth #rich #cash #capital #plan #finance
Markets down again!
• Sovereign Gold Bonds premature withdrawal dates announced by RBI.
• US Job Claims fall unexpectedly.
• ECB members are split over March rate hike decision.
• Euro Area inflation data higher than market consensus at 8.5%.
What will happen in the next rate hike decision? Let us know your thoughts!
.
.
.
.
#rupee #global #federal #reserve #rbi #earthquake #equity #turkey #syria #stockmarket #wealth #investment #sensex #nifty #assets #wealth
Market breaks the downtrend as Nifty 50 and Sensex 30 add points!
• US ISM Manufacturing PMI data came at 47.7, below the market expectations of 48.
• Euro Area inflation data due tomorrow (02 March).
Fed meeting this month! What can we expect?
.
.
.
.
#federal #reserve #money #finance #digitalrupee #rupee #dollar #hyderabad #global #insurance #india #world #wealth #assets #investment #mutualfunds #rich
Please fill out the form and press the submit button.
We will get back to you shortly
