Wealth Management

The wealth Monitoring includes the following

• Keeping track of all the investment of the client across:
      1. Stocks 
      2. Mutual funds 
      3. Fixed deposits
      4. Precious metals other than ornaments 
• Converting un-tradable inherited investments in to marketable securities
• Monthly track of appreciation/valuation of  the investment account 
• Pure transparent accounting of all assets in nutshell 
• Monitoring of Capital Gains and losses if any