Private Wealth Management - IFS - PowerPoint PPT Presentation

About This Presentation
Title:

Private Wealth Management - IFS

Description:

IFS is a leading Private Wealth Management firm that caters to various financial needs of HNIs, Ultra HNIs, and Corporate. We adapt to the ever-changing economic landscape while offering need-based solutions to our clients. Our core business objective is to ensure our clients’ financial well-being. In this regard, we provide a range of strategic investment solutions by leveraging our deep domain knowledge and research capital. – PowerPoint PPT presentation

Number of Views:1
Slides: 6
Provided by: IFSbangalore
Category:
Tags:

less

Transcript and Presenter's Notes

Title: Private Wealth Management - IFS


1
Private Wealth Management Firm
2
  • The private wealth industry has evolved
    significantly as global wealth has increased.
  • People have taken on increasing responsibility
    for managing their own fiscal coffers.
  • Private wealth management is the management of
    assets owned by high-net-worth individuals (HNIs)
    or Ultra HNIs. 

3
  • Private wealth managers establish close working
    relationships with rich customers in order to
    understand their financial  requirements.
  • Wealth management companies helps to assist in
    the development of a portfolio that meets the
    clients financial goals.

4
  • Wealth management is an investment advisory
    service that combines other financial services to
    address the requirements of affluent clients. 
  • IFS offer a variety of services, including
    investment portfolio management services, estate
    planning, personal financial management and other
    financial services.
  • Often, a holistic approach is taken within wealth
    management.

5
Contact  website https//www.investorsfundservic
es.com/  Address 539, 3rd Floor, C.M.H Road,
Indiranagar Bangalore - 560038 Karnataka Email
investorsfundservices.com Contact 080-48516571
Write a Comment
User Comments (0)
About PowerShow.com