How to choose a wealth management company

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How to choose a wealth management company

Wealth management is crucial for high net-worth individuals who want to not just protect but also grow their finances. To smartly invest money means to make money while you’re sleeping even. You could approach this in multiple ways. However, to do it right, extensive learning and understanding is required without which the consequences can be detrimental. Moreover, apart from basic understanding you also need to be updated with the constantly changing financial world. Sounds like a lot? Don’t worry we got you covered. Wealth management companies are here for precisely that. These companies are meant to do all the financial thinking for you and make intelligent investing decisions on your behalf. The reap maximum results possible from your asset and liability management. They keep in mind your financial needs and goals and accordingly manage your portfolio.These services become even more significant for a high-net worth individual. By that we mean those individuals that have an investment portfolio of minimum Rs. 1 crore. These 2 main reasons why you specifically should invest through a wealth management company:

1. Hedge funds Hedge Funds are restricted to investors who are high-net-worth families and individuals. As the name suggests, this type of fund seeks to hedge risk against market volatility. These investments can be made only by accredited investors who pool money from various investors to make an investment. Such investing needs to meet certain stipulations for investing in securities that restrict the general public from making these investments. Within India, a hedge fund can only be made with a least Rs.1 Crore amount. Due to the structural complexity, the expenses can range from 15-20% of your returns. That's because they use risky techniques. One popular technique used is leveraging. It is an investment strategy that uses borrowed money to invest in various financial instruments with the aim to amplify returns that surpass the principal amount and the interest. During this period, investors cannot pull out their funds until a certain lock-in period is over. One of the top finance companies in India, Avendus helps you make these investments with promising ROI.

www.avendus.com


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How to choose a wealth management company by avendusgroup - Issuu