Wealth management is a branch of financial services dealing with the investment needs of affluent clients. These are specialized advisory services catering to the investment management needs of affluent clients. Investment & Wealth management is a consultative process which involves consultations with affluent clients, discussions on their financial needs and goals.
At “My Rupee mantra” Wealth management plans are tailored to client-specific needs. The Investment products are combined to effectively reach the financial goals of the client.
Investment & Wealth Management Services:
