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Why is it important to use our wealth management services?

People facing the following issues and any other such issues must use our wealth management offering to create a decent corpus for their families in the long term:

  • Investors who do not have a Specialist
  • Those who seek to know their current financial situation and create sustainable wealth over the long term.
  • Individuals who are looking for Retirement Planning and wish to create a corpus for the retirement.
  • Those who wish to take advantage of the inflation.
  • Those who seek a professional wealth manager to manage their investments and thereby create wealth in the long run.
  • A person who only invests in one or two asset classes and does not diversify his investments leads to high risk to those investments. For example, someone only investing in real estate will have to suffer if the value of the real estate goes down due to a real estate crash, a person only investing in fixed deposits will have to earn a very low interest on his investments during low inflation in the economy, an individual investing only in stock market will see his value of investments going down drastically during a stock market crash, a person will see the value of his investment in gold decline when the gold prices go down if he only invests in gold. This means different asset classes give good returns at different point of time. Diversification reduces the risk in the portfolio.
  • Individuals to whom an investment product is mis-sold.
  • Those who have invested in haphazard manner, adhoc basis without a blueprint.
  • Investors who seek to save tax in line with their goals.
  • Individuals who do not have a professional and a trusted wealth manager.
  • Those who lack knowledge on investments and financial products.
  • Investors who seek quality, unbiased advice and sensible investing.
  • Individuals who are unable to structure and rebalance their investments.
  • Whose investments are scattered.
  • A person who does not have enough time to manage his money.
  • Who have made a loss by not knowing how, when and where to invest and those who seek guidance to remove their fears.
  • People who have no clue how to achieve their goals and how much corpus would they need in the future.
  • Those who do not know what and how much risk are they taking while what is the ideal risk they can take.
  • Who do not understand why have they made the investment and in what they have invested into.
  • People who have investments but face a financial problem when they require money. They do not have liquidity. They have investments but when they require money for spending, they do not have it.
  • Individuals who only invest in real estate and do not know how and where to invest in other asset classes.
  • Who only invest in fixed deposit and insurance companies leading to mismatch of risk taking capability and their investments.
  • Those who only invest in stock market which results into an unbalanced portfolio.
  • Individuals who do not have the desired knowledge of how and where to invest in equities.

A service which improves one’s future financially is always worth buying. In order to have a peace of mind, it is important to have someone who takes care of the finances and provides the necessary handholding. Feel free to contact us at the details mentioned below to create wealth, achieve goals and solve the concerns mentioned above or any other such financial concern that you are currently going through. By getting in touch with us, we will make you go through how our wealth management service can help you. We are sure you would find the interaction extremely useful.

Contact Details:

Email ID:
Contact No.: +91 9930071171
We are based in Mumbai.

Falcoy Financial hereby requests you to provide us your honest and genuine ideas, feedback or suggestions at the email address mentioned below so that we can enhance our services and provide value to our clients.

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