Know about us
We understand the complex financial needs of HNIs (High net-worth individuals) and families and we offer them unique products and services that can meet their requirements.
We leverage our group resources and wide industry network to craft optimal wealth management solutions, properly backed by data. We believe in listening to our investors, understanding their needs and tailoring solutions to them which in return helps them to achieve their financial goals. Continuously selecting, allocating and reviewing investments while managing risks through well balanced portfolio diversification and active management is what we aim for. In order to achieve the same,
Finlance offers the following exclusive models:
A wealth management service that assists you in managing your wealth and provides you with sustainable long-term wealth creation.
By choosing this service, there will be a high degree of flexibility, sophistication and expertise into the investing process.
In this, our team will study the best investable businesses along with its Industry trends, while considering your risk tolerance and financial goals, so that you can reap the most out of it.
This service focuses on delivering returns that outperform the benchmark. Our approach begins with constructing a well-diversified AUM using our expertise. Alongside managing your portfolio, we enhance your understanding of the business whenever you desire. You retain full authority over your investment decisions, supported by insights from our expert in-house research team.
We act as consultants, offering personalized advice to help you make decisions that align with your goals. Every client is treated individually, with their specific suitability needs and preferences incorporated into a separately managed account.
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