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Private Wealth Management

Have you ever thought about:

  What is important about money to you?
  Why have five different advisors, when all you need is “The Power of One”!
  That every hour spent on planning can save a hundred hours in implementation.

Our Wealth Management services has enabled our clients to cover all their corners with respect to their personal finances. Using our services, clients have been able to replace - insurance, investment, legal, tax - advisors with a single trusted advisor - The MFA Financial Coach.

We will understand your needs and create a customized Investment Policy Statement that will define your objectives, asset allocation and investment strategy. The objective will be to offer the best possible solutions for your situation.


Deliverables
  1.   Risk Management
Taking stock of all risks to the client and family – death, disability, accident, security, divorce and so on. Finding best Ways to mitigate risks.
  2.   Private Wealth Management
A Written Investment Strategy including your asset allocation
Quarterly Reviews with respect to your goals
Quarterly Goals Report
Opportunistic Calls based on state of the economy and markets
Implementation of all Investments - Cash, Debt, Equity and Gold
  3.   Real Estate
A Comprehensive Presentation on Real Estate Investment Strategy and creation of your Real Estate Portfolio.
Cash Flow Analysis.
An Inventory of all your property documents in one place – DO you and your wife know where all your documents are kept today? Digitize key documents and keep it in one place for easy access.
Half yearly review of your property investment.
EMI analysis & Getting the best rate for home loan.
Identifying properties based on your mandate. Initial Due Diligence on the property.
Negotiating on your behalf with builders, buyers/sellers, brokers, bankers and others.
Execution of transaction.
Related Links
Private Wealth Solutions
 -  360º Wealth Advisory Services
 -  The Celebrity Family Office
 -  Private Wealth Management
 -  Estate Planning & Trusts
 -  Financial Planning for Doctors
MFA Real Estate Advisory
 -  Comprehensive Real Estate Advisory
 -  Real Estate Portfolio Management
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Private Wealth Solutions
  -  360º Wealth Advisory Services
  -  The Celebrity Family Office
  -  Private Wealth Management
  -  Estate Planning & Trusts
  -  Financial Planning for Doctors
MFA Real Estate Advisory
  -  Comprehensive Real Estate
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