Clairvoyant Capital Services
 
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     WEALTH MANAGEMENT


At Clairvoyant Capital Services, Wealth Management
is a specialized profession where we apply our expertise in the realm of financial markets to meet the wealth planning, investment, and financial management needs of entities and individuals. We provide an "all-in-one approach” and through the plethora of offerings we are able to advice on asset allocation and thereby creating customized financial solutions for HNIs, NRIs, Trusts and Corporates . Based on our holistic investment approach we advise you, using a mix of asset classes & innovative products.

Wide range of Innovative Advisory services

We offer advisory services in the following areas and are ingeniously equipped provide customised financial solutions to cater to the diverse and complex needs of each one of you in the most effective manner.

  • Real Estate Funds
  • Direct Equity
  • Art Funds
  • Life Insurance
  • Non-Life Insurance
  • Mutual Funds
  • Portfolio Management
  • Structured Products
  • Private equity

 

The Wealth Management Process 

Identify financial & lifestyle Goals

  • Identify and quantify financial & lifestyle goals
  • Detail current personal & financial situation
  • Evaluate current financial position
  • Review wealth creation, retirement estate planning
  • Review tax structures e.g. individual, family offices & private companies
  • Assess financial strategy options to meet goals gap analysis
  • Identify most appropriate investments to match risk profile

Wealth Management Strategy

  • Tailored financial strategies to achieve stated goals
  • Detail recommended asset allocation & investments
  • Wealth creation & estate planning advise to protect wealth

Strategy Presentation & Implementation

  • Detailing Strategies & discussion of the rationale behind the strategy
  • Wealth Manager facilitates the implementation of all recommendations

Review

    • Review progress towards achieving financial & lifestyle goals
    • Review appropriateness of asset allocation & investments from time to time.
    • Review new goals