We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. Our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical. The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.
The Investment at RIGHTPATH WEALTH MANAGEMENT SOLUTIONS LLP offers a wide range of financial services. This was started with the purpose of providing sound advice to people on their investment needs, keeping in mind the following:
- Risk return profile of the investor.
- The liquidity requirement to enable them to reach specific time related goals.
- Obtain risk-adjusted returns on investments.
Objectives:
- Portfolio planning and diversification should form a critical part of everyone’s investments. Having a wide range of instruments from mutual funds to fixed deposits, RBI tax free bonds and Insurance, we at RIGHTPATH WEALTH MANAGEMENT SOLUTIONS LLP offer the investor superior risk adjusted returns commensurate with his financial objectives.
- Under investment advisory we tailor our services according to your needs. So at the very inception we work intensively towards bringing greater certainty to outcomes by bringing alignment between your risk tolerance, your financial aspirations and your investment portfolio. We will offer as little or as much advice as you require.
- We take cognizance of the fact that your profile is likely to change with time and hence through regular monitoring, performance analysis, consultation and detailed reports you will be kept up to date with your portfolio performance and any changes of opportunities that may arise.
- Online access of your portfolio reports is an added new feature. This enables you to view 24/7 your Portfolio, Allocation, Holdings, Dividends, Capital Gains, Insurance Details, and A/C Statements.
- We pride ourselves on the excellent service we provide to our investors. Our computerized database has accurate and up to date records of the various schemes availed of by each investor and his risk return profile. We also provide regular tracking of one’s investments through updated account statements and online portfolio updates.
- We also provide personalised tax planning and tax saving options to individuals to reduce their tax liability and benefit from investments.
Our Services include:
- Financial Planning.
- Investment Advisory.
- Wealth Management.
- Risk Assessment, Risk Management, and Need based Insurance Planning.
- Retirement Planning.
- Children's Education Planning
- Asset Purchase.
- Health Corpus creation and Health Insurance.
Some of the offerings that enable goals to materialize are:
- Mutual funds based on past track record and consistency in performance.
- Fixed Maturity Plans.
- Tax Free bonds.
- Private /Government Insurance products with tax benefits.
- Health Plans with tax benefits.
- Property options.
- RBI tax Relief Bonds
- Capital Gain Exemption bonds NHAI REC.
We do not offer:
- Any short term gains product, which relates to fly by night investing.
- Any product that does not meet your need and requirements.
- Products that are complex, with hidden costs involved.
We are also honored to be members of the Million Dollar Round Table, Court of the Table Top Of the Table which comprise of the Top 0.50% of the Finance industry worldwide with only 1752 members belonging to this elite group dedicated to providing need based solutions to individuals and corporates.
Our Vision:
We at RIGHTPATH WEALTH MANAGEMENT SOLUTIONS LLP would like to be a part of technology age and have thus achieved in providing the following.
- Online Investments in Mutual funds and Insurance.
- Online Transactions in your existing portfolio.
- Online Know Your Client checks.
We have a detailed Client Data Sheet for Investors interested in a Comprehensive Financial Plan process.
We would be happy to be of assistance to your financial needs.
Please do contact us for any further information.
Assuring of our best services always.
Awards:
- Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM June 2007.
- Insurance Regulatory Development Authority of India (IRDA) Certified.
- Association of Mutual funds for India (AMFI) Certified.
- Million Dollar Round Table. 2003,2004,2005,,2006,2007,2008,2009,
- Court of the Table 2010,2011,2012
- Master of Business Administration.
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