Wealth Management

Advisory in Financial and Investment, Account and Tax Services, Retirement, Legal or Estate Planning

We at Tavasya give more than just investment advice when it comes to Wealth Management. 

We spend lot of time and effort in mapping the financial health in terms of risk and return profile of our clients. We help the clients into translating their needs into clearly defined financial goals. We develop plan based on client’s financial profile, goals, comfort level, and risk taking capacity so as to sustain and grow client’s wealth over the long run. We support our clients for smooth execution of this financing plan having the least impact cost and devoid of any scope for conflict of interest.

Our strategy involves meeting with the clients regularly to update and review goals, rebalance the financial portfolio and understand whether any additional services are needed.

With our wealth manager at your service, we aim at working with the client to coordinate input from various financial experts and include coordinating advice from the client’s own attorney, accountants or insurance agent.

The ultimate goal for us as Wealth Manager is to always remain in the client’s service by creating customised financial solutions for wealth creation, preservation and growth.