We understand that each of our clients has diverse and changing needs and with experience, we distribute innovative and sound Mutual Fund investment solutions to suit your specific requirements. Our services provide high level MF investment services where dedicated investment experts work with you to establish and implement investments and take care of the administration burden that comes with managing a substantial portfolio. Our services are personalised, ongoing, robust and regular.
A senior member of our team will help develop an investment portfolio for you, based on a thorough review of your current financial arrangements, commitments, resources and goals. We provide services to help you build and maintain a personalised investment portfolio that suits your specific financial goals and life-stage requirements.
We start by developing a portfolio that will maintain and increase your wealth based on your financial situation, goals, and risk tolerance. Each part of a your financial picture are coordinated to protect your wealth. This may coincide with your financial projections and retirement planning.
Wealth Chariot diligently performs the following duties for its clients:
• Determining a client’s risk appetite
• Deciding the asset allocation
• Recommending relevant mutual fund schemes across equities, debt, gold etc.
• Executing the investments on behalf of the clients via SIP or lumpsum
• Monitoring and tracking the performance of schemes
• Suggesting suitable changes from time-to-time
Wealth Management Services
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PROFESSIONAL MANAGEMENT
Benefit from expert financial management provided by our team of seasoned professionals.
ASSET ALLOCATION
Achieve balanced and diversified investments with our strategic asset allocation services.
REGULAR MONITORING
Stay on track with your financial goals through continuous and diligent portfolio monitoring.
HAND HOLDING
Receive personalized guidance and support every step of the way to ensure your financial success.
EXPERIENCED HELP
Rely on our experienced advisors to navigate complex financial landscapes with confidence.
EASY & CONVINIENT
Enjoy a hassle-free and user-friendly experience designed for your convenience and ease of use.
SEAMLESS, PAPERLESS ONBOARDING
Experience a smooth and efficient onboarding process with our fully digital, paperless system.
DIY PORTFOLIO
Take control of your investments by building and managing your portfolio with our intuitive DIY tools.
SINGLE LOGIN FOR FAMILY HEADS
Manage your entire family's financial accounts securely with a single, convenient login.
DETAILED PORTFOLIO ANALYSIS
Access comprehensive insights and detailed analysis to make informed investment decisions.
FINANCIAL CALCULATORS
Utilize our advanced financial calculators to plan and evaluate your investment strategies.
GOAL BASED PORTFOLIOS
Create tailored portfolio strategies to help you achieve your specific financial goals.
ASSET ALLOCATION REVIEW
Ensure optimal investment performance with regular, expert asset allocation reviews.
TRANSACT EASILY TROUGH OUR APP
Enjoy the convenience of executing transactions securely through our user-friendly mobile app.
DOWNLOAD OF REPORTS & STATEMENTS ON THE GO
Instantly access and download your financial reports and statements anytime, from anywhere.