Wealth Management is a comprehensive mix of Asset, Debt, Tax and Risk Management Strategies into one single financial solution.
Portfolio Management and Advisory Services
This is ideal for clients who already have a savings and investment portfolio and do not want a comprehensive financial plan but seek to stabilize and bring in a fresh perspective to their investments.
An investment may be very successful but for the investor to be successful he needs to have invested the right amount in that investment and at the right time! A successful investment and a successful investor are not one and the same thing. This is why a personal financial advisor brings tremendous value to planning your investments, choosing the right investment managers and evaluating them correctly.
At RG Investments Hub, we understand the requirements of such individuals and accordingly restructure and design flexible portfolios to optimize the risk adjusted return on investments using multiple asset classes and introducing time tested management techniques into the portfolio.
The Investment solutions provided by us cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
Benefits of Portfolio Management and Advisory Services with RG Investments Hub
Professional Management - The objective is to deliver consistent long-term performance while controlling risk.
Continuous Monitoring – Our analysts keep a watch on your invested money and advice you to make periodic changes to optimize the results.
Our customers are always informed through:
- Communications that include relevant information on major market events
- Quarterly or semi-annual performance updates
We have a dedicated research team to nullify risk of market and maximize the Profit.
Transparency - We provide comprehensive communications and performance reporting. Investors will get regular statements and updates from the firm.
Web-enabled access ensures that our client is just a click away from all the information relating to investment. Your account statements will give you a complete picture of which individual securities you hold. It also provides:
- the current value of the securities you own;
- the cost basis of each security;
- details of account activity (such as purchases, sales and dividends paid out or reinvested);
- your portfolio's asset allocation;
- your portfolio's performance in comparison to a benchmark;
- market commentary from your Portfolio Manager