True wealth management is a highly painstaking but equally rewarding process. As a first step, we assist our patrons to clearly define:
- Financial Goals
- Time Frame
- Risk Appetite
- Available resources
Based on the result of our exhaustive client-profiling process, we suggest suitable portfolio of assets to the respective investor keeping the key aspects in mind, such as capital preservation and Reasonable Growth. Once the investor understands and accepts our investment philosophy & process, we welcome him/her to the family of Impetus. The long journey begins there..