Personal CFO

Financial restructuring of an Individual having enough and more idle resources with him to generate market competitive return. The client was looking for right professional to guide him to effectively utilize resources so that one can gain high returns.

The Problem

The existing portfolio was not effectively utilized and was giving meagre return, not enabling wealth creation of individual’s expectation.

The Strategy

Within the ambit of legal structure of the country, our experienced professionals helped redesign the portfolio of an individual giving due weightage to the resources available, liquidityrequired, risk appetite and return expected to meet the financial goal of wealth creation. The rate of wealth creation increased by 15%.

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