Our garland of services

Our Process

We assume that we are the custodians of your wealth and the direction it takes in the future, and that is why we are pursuing a process that helps us to understand your financial preferences and goals, helping us to devise an effective asset allocation to achieve them.

We assume, as your financial custodians, to follow a specific guideline on how to manage your investments. We carefully review all products presented by multiple providers and determine whether a product that is considered fits well into your portfolio.

The products competitiveness is evaluated and the selected products are determined by a competitive price. We set a performance benchmark for your investments dynamically and monitor their progress on a continuous basis.

Our Proposition

Makeamoney India Insta Services Center Private Limited is a Wealth Manager & Portfolio Manager consists of two broad services:

Wealth Manager

Wealth Advisory is a family office division where we advise on a portion of your financial portfolio under established principles of risk-returns and a pre-set structure for asset allocation. You directly control the overall portfolio, centralized reporting, communication with other service providers, etc.

Portfolio Manager

A Portfolio Manger is a robust partnership network where we serve as your family personal CFO.

We will handle all facets of your family financial well-being ranging from:

• Investment management.
• Cash flow and goal setting.
• Performance analysis.
• Global portfolio.
• Insurance.
• Real estate.
• Custody.
• Estate planning.
• Record and bookkeeping.
• Tax, legal, succession planning, philanthropy, etc.

Assistance Covered

The Portfolio Manager Program covers a wide range of services that allow us to provide holistic financial planning. This is for you and your family, where we are your single point of contact for all of your wealth management needs. Let us provide you the area of services we cover.

• Financial Portfolio Management Services - Domestic and Global assets
• Direct investment opportunities in private companies
• Estate planning services
• Report and record keeping / Tax advisory
• Multi-generational wealth management
• Risk management and insurance
• Consolidated performance reporting
• Real estate advisory

Our favored position of circumstance

Aware and educated - Capital market and investment management facility over 16 years.

Knowledge - Investment body with over 100 years of collective experience in various asset classes.

Relationship consistency - Owner-manager driven firm.

Hub of 100% consultation - No proprietary business access to "best-in-class" providers with an "open architecture.

Risk Management

Focus on thorough due evaluation in the selection of products.

The primary objective is to conserve resources, not to pursue returns.

• Focus on advisory driven investment solutions rather than product-specific solutions.
• Focus on long-term wealth construction by prudent investment strategy.
• Advsory provides a comprehensive view of all family assets and liabilities.
• Registered Securities and Exchange Board of India [SEBI] - AMFI process of advice is audited and regulated by SEBI.
• Organized integration with established customer financial service providers.
• Hold absolute confidentiality of client data.