Wealth Management
Wealth management is an integrated process for helping clients manage their wealth. It involves huge a wide range of services which includes investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow.
About ND Consultants Services
It is a specialized profession where our experts combine their efforts to meet the wealth planning, investment, and financial management needs of individuals, families, family offices, or corporate.
Wealth Management: It is more than just Financial Services
ND Consultants takes one step closer to you, by providing an "all-in-one approachâ.
Customised Financial Solutions
Advice on asset allocation and thereby creating customized financial solutions for Individuals, HNWIs, NRIs, Trusts and Corporates.
ND Consultants: A One-Stop Solution
We offer advisory services on Structured Products, Portfolio Management, Mutual Funds, Insurance, Derivative Strategies, Direct Equity, IPOs, Real Estate Funds, Real Estate and Art Funds.
A Dedicated Wealth Manager working for You
Our Approach to Wealth Management
The Diagnosis - Risk Profiling
We assess your investment goals and future requirements and also determine your propensity for risk. Thus providing you with options that are best suited for you.
The Prescription - Asset Allocation Keeping your risk profile in mind, we draw up a personalized, practical financial plan. Thereby, allocating products based on your needs and expectations.
The Assessment - Investment Monitoring With regular and timely updates, we keep you informed of the developments in your portfolio. This regular 'Wealth Check-Up' helps you to assess portfolio performance on an ongoing basis.
The Follow-ups - Portfolio Rebalancing Keeping track of the latest market trends and information, our experts help you rebalance your portfolio. Ensuring that you maximize returns while minimizing potential risks.