Wealth Management

What is wealth management?

Wealth Management is a combination of investment-advisory disciplines such as financial planning, investment portfolio management and a number of other financial services. Wealth management is much more than just financial advice, as it can have all aspects of an individual’s financial life.


The term wealth management refers to professional investment and advisory services that offers financial planning and other financial advices. Individuals with high net-worth and business owners who needs expert financial advices from finance professionals on managing and incorporating all their financial assets takes this service. The work of a wealth manager is based on the theory that they can provide services in any aspects of the financial field; some might be experts in a particular area.


Business structure for wealth management-

In the real sense, Wealth management is a very broad concept, it includes works on:


  • Optimization of client’s portfolio
  • Working on long term plans of the client
  • Taking into account the client’s propensity

Wealth managers may work as a part of small or big companies generally associated with the financial industry. Depending on the needs of the client these managers work under various different tittles, such as financial consultants or financial advisors. A client may opt for a single wealth manager or an entire management team based on their requirements.


What we do-

Wealth management facilities are generally provided by expert financial firm (wealth management firm) or in some cases even by a unit within a bank. It consists of a wide range of financial services from investments and taxes to real estate planning. Clients with large number of assets who needs professional assistance to manage them are the ones benefited by this service. At Starters’ CFO our team of financial experts work on different levels to provide wealth management solution.



Our strategy at Starters’ CFO:

Our wealth manager starts by making a plan to maintain and improve the client’s total wealth (financial assets) by working on the following aspects-


  • Individual’s financial situation, goals and comfort level
  • Optimizing client’s portfolio
  • Regular meetings with the clients to update the goals based on the current scenario
  • Review and rebalance of the financial portfolio
  • Continuous efforts to achieve the final goal
Out team makes sure that the client gets a complete wealth management solution.


FAQs :


1. What is wealth management?

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others.


2. What is a wealth management service?

Wealth management service is a high level professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for one set fee.


3. What is wealth management process?

Wealth management is a disciplined process designed to keep you on-track to achieving your own specific goals. It is focused on what's important to you and your family or business.