Family Office (Family wealth management solutions)
Family Wealth Advisory
Your Family Office : One of the first decisions families need to make about managing wealth is whether they will invest together or not & Who will be family wealth Advisor. The most important thing is place where you feel like home & have 24*7 connectivity with your Advisor. Other important thing need to consider is advisory, service, Transparency, Track Record, consistency & available financial product options under one roof. We@GHC constantly keep working & improving on the same so that it become your family wealth management office
I firmly believe in one of warren Buffett quote " If you don't find a way to make money while you sleep, you will work until you die"
Wealth creation and preservation : It is of utmost importance as protecting
and growing your wealth means having a financial plan by
understanding your requirements and safeguarding your investment while growing
it.There are rapid changes taking place in our world today, and
the social, political and economic volatility that accompanies them, wealth
preservation has become a core function in wealth planning and asset
management.
Next generation &
Succession: is to give financial security to your coming generation. When it comes to preserving your
wealth, the key words are “over the long
term”, regardless of whether your goal is to provide for your own retirement or to leave a legacy for future generations, or both. The most
important ingredients are, staying ahead of inflation to strengthen your
purchasing power; growing your wealth with caution to avoid irrecoverable
losses; and doing this over the long term.
Right Asset
Allocation: Right Asset Allocation is to create an ideal mix of
investments (And leaving your money in a savings account isn't the worth answer). Considering portfolio management as
per age & Risk factor we have build basic framework of Conservative, Moderate or Aggressive Portfolios. As Investment & saving house we got all options financial products under one roof (Mutual Funds, Fixed Deposits, Equities, Health,
Travel & Life Insurance, FMP, REC/NHAI Bonds etc.)
Risk Management &
Control: Among the available tools available for investing like Mutual Funds, fixed deposits, Equities,SWP,SIP,STP etc. risk management takes primary importance. In a nutshell, diversifying your portfolio
against a long-term goal. Understanding
the difference between short and long-term objectives, planning in advance and
selecting the right tools and strategies are paramount. This is where research is integral part while recommending something.
Wealth Protection
& Transparency: Wealth is volatile; it can be lost as quickly as it is created. It needs to be nurtured with care and strong values. In today's world technology plays important part as it brings more transparency. As we are independent, we are not bound by the products of any one institution, which means we have the flexibility of sourcing the best solutions from the open marketplace & continuous investing in technology take care two important aspects of wealth protection & transparency
Thnks
Rasmeet
Green Hedge Capital
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