About Wealth Management Service
Avail Service
Before going through details of Wealth Management Service, are these the things you wants in life?
- I want ongoing financial advice and implementation that is designed to help me meet my goals.
- I want to diversify my portfolio and include non-traditional investments
- I want to invest through value-investing strategy, follow asset allocation, diversify my portfolio and include non-traditional investments.
- I want to invest seamlessly with minimal paperwork, full disclosure, and tech-driven way.
- I want my money to last through retirement with steady income post-retirement.
- I want to cover potential Life Risk costs and long-term Health Costs.
- I want to pay for my children’s education, a dream vacation, a charity close to my heart or just pass my wealth to next generation.
- I occasionally need the advice to pursue an investment opportunity.
- I want to pursue a passion of mine, such as purchasing a restaurant and running it
- I want to ensure my finances reflect the causes and issues that I care about…. Wealth Management Service awaits you…
Coverage of Wealth Management Service
This is a comprehensive implementation service of your financial/investment plan, hence it covers every aspect of your financial life. It involves executing investments as recommended to you taking care of investments cost and tax-planning.
Finance
| Your Financial Goals | Your Risk Coverage | Your Portfolio |
| Your Assets | Your Liabilities | Your Networth Equation |
| Your Taxation | Your Retirement | Your future business/startup |
Health
- Your present healthcare requirements
- Your future health care assessment
Family
| Liability coverage | Child related goals |
| Planning for aging parents support | Setting up benefits for loved ones |
Home
- Buying, upgrading, remodeling & renovating house
- REIT Investments
Leisure
- Vacations cost planning
- Planning buying other assets for leisure use
Giving
- Setting up charity
- Your estate planning & Will writing
Wealth Management Service is Suited for
All investors who wish to take stock of what they have achieved till now, want to realign their portfolio, start goal based investments, implement a financial plan, follow asset allocation as per their risk appetite and monitor their growing net worth.
It looks like a lot of work… let us do that for you.
If quality is important to you, you’ve come to the right place!
Click Here : To See the Presence of TheWealthWisher Clients/Investors on the Globe |
The Process we follow under Wealth Management Service
- You fill this form. Avail Service
- We contact you over your preferred medium of communication.
- We send you a data sheet, risk assessment questionnaire, and other formats.
- You sign/accept engagement and deposit fees for the financial planning.
- You fill the required documents and send to us.
- We analyze and draw a draft plan for you.
- We send the draft plan and discuss with you.
- After discussion and addressing your all concerns, we prepare the final plan with our recommendations.
- We discuss implementation and proceed.
- Client deposits Fees for WMS.
- We devise an Investment Policy Statement (IPS). Explain, Discuss & Get your approval.
- The paperwork like form filling, KYC etc is done using technology and paperless preference.
- Our back-office sees to all implementation and report shared with you.
- Portfolio construction & Monitoring starts.
- We send periodic updates which include valuation, your goal fulfillment report & asset allocation.
- We contact you for quaterly/Yearly review and implement changes.
Fees
The fee for this service is as follows:
- 1. For Financial Planning: INR 6000/-
*This is a one-time Financial Plan making charges and not charged from the second year onwards if WMS is availed with us. The coverage/details for Financial Plan making are same as Financial Planning Services.
Offer 2022 – From Jan 01, 2022 – Financial Planning can be availed @ INR 999 by Residents & NRIs. Email madhupam@thewealthwisher.com or WhatApp at +91 9828156400 or fill this form.
This Financial Plan is fully comprehensive & NO CHANGE is coverage from the plan offered at full cost. Ask for Sample Financial Plan by email.
- 2. WMS Charges (As per below Chart)
(Disclaimer: We implement Financial Plans in DIRECT Mode only. However, we think Regular & Direct are ways to just remunerate your planner/advisor. We have no distinction in advice whether it is Regular or Direct Plans. Our recommendations/advice has no conflict of interest as it remains identical in any of the options)
Click to know how Savings of 1% in DIRECT mode on an Investments of Rs 10 lakh can impact your portfolio in long run: Impact: In Numbers On Graph
Disclaimer: Disclaimer: TW2 is a fee-based financial planner and we implement under Direct Options only.
Just email madhupam@thewealthwisher.com or WhatsApp at +91 9828156400 to get details on Fees or a quotation specifically for you.
Terms & Conditions
Under SEBI Regulatory Requirements, we have to maintain KYC documents (Photo, ID proof and Residence proof) and Risk profile of the client.
- The fees are calculated annually and charged quarterly as per valuation of the portfolio and not on the original cost of investments.
- We endeavor to make the transactions paperless, but in certain cases or geography, physical transactions need to be filled in. Our back-office handhold to make them seamless and stress-free.
- For AUM calculation Equity Funds/long Term Debt/Short Term Debt Funds, company FDs all have 100% weight. Liquid/short term funds 20% weight. Nil weight for other services like Insurance or Bonds.
- The Direct Option is an evolving method, hence a lot of things are settling on the regulatory and technological front. We would require your patience and assistance in managing this service.
- For certain investments like off-shore funds, we take the help of Platforms that deal in these investments. The fees for these are separate and disclosed before the transaction.
- We take care of your taxation and filing returns for which we charge separately and the charges are communicated and agreed upon before the exercise.
Financial Planning &Wealth Management Service FAQs
