Products and Services

 

financial-servicesWealth First’s ideology is to Sell Solutions and not Products

Wealth Management Solutions :

Post  client discovery meeting, comprehensive Planning is the next step when we start working with you. This often includes compiling and presenting large amount of data, in order to gain clear understanding of the current state of your wealth. Thorough understanding of your financial objectives help us to map  and execute the overall research- backed Wealth Management Strategy. It often includes some or all of the following:

Wealth First works with you and your advisors in specific disciplines. We identify priority issues, map out a game plan and develop solutions together  with you to meet the family’s objectives. Our hands-on experience in all key financial disciplines uniquely positions us to put-up all the pieces of the puzzle together.

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We have various offerings across asset classes made to suit investment needs of each family.   In all these asset classes our endeavor is to actively manage your portfolio, making research backed investment decisions:

  • Across and within asset classes.
  • Re balancing portfolio to ensure alignment to strategy in all market cycles.
  • Identifying opportunities to harvest gains and minimize losses to optimize post-tax performance.
  • Identifying potential strategy implications of regulatory or tax policy changes.
  • Regularly re-visiting goals, requirements and personal circumstances.

 

Corporate Treasury Solutions:

Apart from supporting all business activities, optimization of overall cost of funding is the ultimate objective of any corporate treasury.

It involves spending less on borrowings, earning more on investments and managing realization of flows.

With extensive experience in handling such activities, we would be able to provide comprehensive treasury solutions to corporate treasuries.

 Other Administrative Services:

These services vary on the unique needs of the family, and could include following:

  • Cash Flow Management
  • Expense Review
  • Tax installment co-ordination
  • Regular out-goings contribution co-ordinations
  • Insurance renewals etc.
  • Other General Services

Wealth First could also assist a family identify an expert in areas relating to

  • Tax Advisors
  • Lawyers
  • Bankers
  • Any other experts that a family might need to access

By remaining engaged with you and your advisors, we can proactively address your evolving needs and recommend new ideas to add value

Below are major category investment solutions offered by Wealth First

 

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