Wednesday, July 21, 2010

Effective Private Wealth Management

Client Associates is a name that has long been associated with the sector of Private Wealth Management and is one of the best and most effective alternatives to manage your private wealth professionally and efficiently. Just as a family doctor takes care of your family’s health, similarly wealth managers in India will let take care of your family’s wealth.

Wealth management consulting in India is the need of the hour, with people from both the service class as well as the business class opting to choose trusted wealth management firms, who will not only provide professional advice but also take the full responsibility and tension of managing their wealth as well helping them invest in the right fields. Client Associates Private Wealth Management understands the importance of a secured future which is only possible if wealth is not a hurdle and you can save intelligently while you are still earning. As the saying goes, “Make hay while the sun shines”, similarly is the case with your hard earned money. If you have the proper ideas and means to start saving for your future while you are still earning, then by the time you retire or you meet with any financial crisis you will have ready money in your hands. This is also the best way to secure your children’s future and educational needs. 

Client Associates offers core advisory practices mainly under five areas that have been structured according to the needs of the clients:
  • Family office
  • Private Wealth Management
  • Estate Planning
  • Wealth Protection and
  • Real Estate
 Wealth Management Consulting in India has reached new heights and with a trusted name like CA, more and more people are opting to confer the charge of managing their wealth to responsible wealth mangers in India.

Tuesday, July 20, 2010

Role of Personal Financial Planning industry in India

The role of personal financial planning industry in India is gaining importance as well as momentum with more and more individuals understanding the need for a secured future where wealth should not be a hurdle. And this can be achieved if the responsibility of managing wealth and putting it to proper use can be given in the hands of a trusted private wealth management firm. Client Associates is one such firm that has offered its services in the field of Private wealth management as well as other core advisory practices such as family office, wealth protection, real estate and estate planning services in India.

Apart from rendering its services in the personal financial planning industry, Client Associates also offers professional service to their clients on how to reinvest the money or save it under suitable insurance or other such saving schemes. The team members of CA are senior private bankers who have vast experience in the field of Corporate finance, Investment banking and offshore private banking in India.

The personal financial planning industry in India has seen immense success due to firms like Client Associates, who have built a trust amongst their clients. Not only do they manage wealth, but offer valuable services and advice that can make the future generations secured as well. They offer services in estate planning so that there are fewer disputes among family members after inheritance. They also help to secure the future of children as well. This is one trusted name among wealth management firms that will go a long way in securing the personal financial planning industry of India.