WHO ARE WE
We have already mentioned that we are completely Client-Focused, Client-First centric advisors. Ethics and Integrity are the cornerstone philosophies guiding us in all the actions that we undertake.
In planning & wealth management, we focus on getting the overall strategy right. We like to keep things simple – be it the client’s investment portfolio, suggestions on insurance, strategies for making the plan efficient & effective, planning for retirement etc.
We believe that simple, straightforward products, which are clear & easy to understand are most suited for our clients. We don’t see any merit in complicating things to show you how important we are.
Asset Management has to be tied up with goals to work effectively. We focus on the best value products for our clients, keeping an eye on the costs to them. We would suggest online products & other low-cost products that would meet the requirements.
Our focus is long-term. All our strategies & choices are focussed on the long-term horizon – so much so that, we do not even follow the market much. We know the markets will deliver over time; but timing the markets is impossible. Hence, we don’t even attempt that!
You will find us taking tactical calls & moving cash to equity or vice versa, but we do not churn money. Sticking to the asset allocation and hanging in there is most important. It all works over time.
Role of thewealthwisher.com
- Making you responsible and sensible because it’s your money… the buck starts here and everyone is hawking on it… Will make you take decisions and own them.
- Enabler- Help you plan your finances and enable investments for the fulfillment of your goals. We use technology to make you witness seamless and stress-free investments.
- Management, review, rebalancing of your investments and guiding you through the process of wealth creation.
- Bursting myths, decoding jargons and exposing unhealthy practices of- Investors, Advisors, and Companies engaged in selling personal financial products.
- Sharing success stories, enablers, knowledge initiatives, and innovations of- Investors, Advisors, and Companies engaged in selling personal financial products.
