Everyone in today’s world looks for “better return” promise from portfolio management companies, wealth management institutions. As an investor it is up to you to evaluate the best manager for your money? It could be the one who charges you least for his services, the one who promises the assured highest return, the one who will take his share of profit as his fees or the one who has the maximum money under management?
An investment can be successful only when investor has invested the right amount in right investment and at the right time! A successful investment and a successful investor are not one two different aspects. We all have financial goals and objectives that we want to achieve in life, in order to achieve those a mutual fund distribution concern like us puts tremendous efforts into planning your investments, choosing the right investment manager, and evaluating them correctly.
We at Fundzline offer wealth management services in delhi. Our wealth managers understand clients’ current and long-term financial goals and develop a comprehensive wealth management strategy to achieve those future aspirations with minimum tax liabilities and risk management.
Fundzline is one of the fastest-growing Wealth Management firms in India. Our clientele includes – New Age Entrepreneurs, Business Owners/ Promoters, Family Offices, and Corporate Treasuries.
Our core philosophy of ‘Ideas create, values protect’ is translated into an approach that is led by entrepreneurship, research and creativity, protected by intellectual rigour, and analysis.
Ever wonder what is the minimum rate of return that you should earn on your capital or how the Banks and Government decide on the interest rate. The minimum return that one should earn for savings is made of three components.
Real Interest Rate – A compensation for deferring your consumption. The money received today has a higher value than the money received in future as the earlier is available to consume now.
Inflation Premium – A premium to compensate for the expected inflation.
Maturity Premium – A premium to compensate for the higher maturity, the notional effect of interest rate changes on your savings increases with the maturity.
The above three returns determines the Time Value of Money. So if the return that an investment earns is less than the sum of above three, your money losses it’s time value.
Wealth Creation as per us can be broken down in two sub goals – Preservation & Accumulation. Any thing less than inflation for a given maturity will make you fall short of Preservation goal, the value of capital will erode over the time if the return is less than prevailing inflation. A return above inflation accumulates the wealth. We help our clients understand their aspiration of returns, set realistic return target, device investment thesis to achieve the set targets and provide end to end execution to meet the end results.
Fundzline is a niche distribution company with an extremely strong focus on Client satisfaction. Mr. Navdeep Singh Bakshi, promoter of Fundzline has over 25 years of proven track record in Financial Services and Investments domain.
Our organization excels through our one-to-one relationships with our clients and our client-centric service approach. We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions.
Our products are developed purposefully to give investors choice and flexibility in creating quality investment portfolios that match each client’s financial goals and risk tolerance.
For any assistance regarding Wealth Management Services in Delhi, please do contact us.