PORTFOLIO MANAGEMENT SERVICE

PORTFOLIO MANAGEMENT SERVICE

Why Portfolio Management Service

Portfolio management service enables you to regain control of your financial condition, improve your quality of life, and instil a sense of financial confidence in you.

Who We Work With

Family Offices:

We assist various high-profile families in managing their financial, trust, and estate companies, and providing them with differentiated and strategic investment prepositions. Our exclusive alliances with HR and lifestyle consultants, as well as education agencies, are another step in our mission to be a complete solution provider for our clients’ financial and personal goals.

Corporate Treasuries:

The Gainers are the top wealth management firm that assists corporations in prudently managing their excess funds. With access to major debt market participants, our in-house trading desk can provide corporates with one-of-a-kind solutions.

Ultra-High Net Worth Individuals

We strive to meet all of our clients’ needs by offering customised portfolio management services, tax advice, and succession planning. Through superior execution, risk mitigation, and the implementation of continuous monitoring mechanisms, we ensure strong portfolio governance.

 

We Provide

Semi Annual Review: Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.

Manage: Actively manage assets allocation periodically and see it that your financial goals are achieved faster.

Planning: Portfolio management service guide you on maintaining cash flow and taxes.

Dedicated Planners assigned: Truly independent and unbiased advice by a dedicated personal financial planner assigned to you throughout.

FOR MORE DETAILS:
POOJA MANOJ GUPTA, www.giia26.com, Mobile 8882286639