Here is the complete list of services that TheWealthWisher (TW2) provides. Click links for details.
| FINANCIAL PLANNING SERVICES | WEALTH MANAGEMENT SERVICES (WMS) | WMS for NRIs -MANU |
We also Provide these Value Added Services (Some Coming Soon)
Direct Equity/Shares Portfolio Service (EquiWealth)
Mutual Fund PMS (MFWealthPacer)
Quick Plan & Implement (InvestWealth)
Goals-Based Planning & Invest (GoalInvest)
ITR Filling (For both Residents & NRIs)
Few things we believe and follow
Investors are compensated for the risks they bear & some risks pay better than others
While the future is unknowable, the past is a decent guide and you have to always understand the present
Asset Management has to be tied to goals to work effectively
Less is more, costs & taxes matter, forecasting is unreliable & performance is mean-reverting
Client fit is everything
Behavior will determine client success or failure
Investor’s returns are never equal or near the investment returns? The Classic Behavior GAP
We often listen about MF scheme making 24% CAGR or a stock which is now 700 times in value. But why do majority investor do not make the same money? Why?
If the economy is doing fine since last 30 years, markets have made returns, smaller companies have become giants but why my portfolio is not big? Why?
Why I invest for long-term than change my asset allocation midway? Why information makes me panic instead of enlighting me? Why I can’t wait? Why?
Because of BEHAVIOR GAP. Card Richards explain this in just one sketch!
This is where we come in picture. We bridge this GAP. Avail our services, because time does not reverse itself. See your life planned & stress free.
Click Here : To See the Presence of TheWealthWisher Clients/Investors on the Globe
| FINANCIAL PLANNING SERVICES | WEALTH MANAGEMENT SERVICES (WMS) | WMS for NRIs -MANU |
