At BFS, we aim to offer Wealth Management Services wherein we provide personalized management of the finances of high-net-worth clients. Herein, the term ‘wealth management’ refers a specially designed plan built as per the needs, objectives and risk appetite of each of our clients.
The idea is to devise the right strategy which helps you I achieving all your financial goals, while keeping in mind your risk appetite, liquidity requirements and other constraints. We deal in various investment instruments such as Direct Equity, Mutual Funds, AIFs, Structured Products, Debt Products, etc. and also provide detailed advisory and services for Insurance Planning, Tax Planning and other financial planning related services.
Our team aims to provide the best possible tailor-made solutions to our clients by carefully analysing the various investment objectives and risk profiling of the clients.
Below is a summary of our module:
- We ask the right questions that help us understand the various financial goals and objectives of our clients
- We conduct a thorough risk and financial evaluation of our clients to provide them with the most appropriate insurance advisory
- Tax planning remains one of our top priorities as all our entire wealth revolves around the tax implications of the various parts of it
- We evaluate the risk appetite and the investment horizon of the clients
- We then analyse the entire gamut of asset classes and match the same with the clients’ investment objectives and risk profile
- Post analysis, our team works on devising the optimal investment strategy that helps our clients cater to all their short term, medium term as well as long term financial needs
- We make sure that we review our clients’ portfolio and rebalance the same as and when required
- We also keep our clients updated about new and innovative investment options that might give their portfolio a better balance and dimension
- A critical aspect of our module is to maintain clear records of our clients’ investments and to keep them updated about the same
We look forward to connecting with you and helping you devise the most optimal investment strategy for all your financial goals and objectives