Wealth management, personalised
As your portfolio grows, so does its complexity — multiple accounts, tax considerations, succession planning and a wider set of products. FinAbhi Private Wealth gives you a senior advisor and a dedicated research desk.
What's included
- Personalised asset allocation and investment policy statement
- Access to mutual funds, PMS, AIFs, SIFs, bonds and structured products
- Consolidated reporting across family members
- Tax-efficient rebalancing and capital-gains harvesting
- Estate and succession planning support with partner specialists
How we work
We begin with a comprehensive review of your existing investments and goals, then build a written plan with quarterly reviews and on-demand access to your advisor.
