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Wealth Management



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Threats are everywhere!


SRFS creates simple and executable investment solutions to meet your financial goals.


The goal of wealth management is to sustain and grow long-term wealth. It is very difficult to find money when you have an urgent need of it to meet your financial goals. Mere investing money is not financial planning but channelising your financial resources with most optimum level is more important to meet your financial goals.


The role of a qualified Financial Planner is to look at all aspects of your lifestyle, goals and requirements and develop a financial strategy suitable for you. The recommended strategy should help you reach your goals effectively and efficiently.


SRFS understands your appetite to risk and suggest you you diverse products according to it. We helps you in your financial management like – cash flow management, insurance, estate planning, risk and return assessment, strategic asset allocation, taxation and all other issues that impact your financial strategy.


Wealth management is a premium investment advisory service that combines various financial products and financial services to address your needs. This process includes our top financial advisors gather all the relevant investment information about you and tailor making a bespoke financial strategy in accordance to your Financial Goals.


Our wealth management advisors comprise of high-level professional who utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage your wealth.


In certain instances our wealth management advisors have to coordinate input from outside financial experts as well who act as your own agents (attorneys, accountants etc..) to craft out the optimal strategy that leads to your financial success. Our wealth managers also assist you with banking services and even advise you on philanthropic activities.




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