Financial Planning
Financial Planning Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child’s higher education, or planning for retirement. This Process helps you take a ‘big picture’ look at where you are currently. Using this process, you can [...]
Mutual Funds
Mutual Funds Mutual Funds are financial instruments. These funds are collective investments that gather money from different investors to invest in stocks, short-term money market financial instruments, bonds, and other securities and distribute the proceeds as dividends. The Mutual Funds in India are handled by Fund Managers, also referred to as portfolio managers. The [...]
Wealth Management
Wealth Management We begin by understanding your family wealth management objectives and priorities alongside your overall family and corporate circumstances and the nature of your estate. We, then determine your goals and help you set out a sound approach for effective solutions. Finally, we facilitate the implementation of solutions and structures through our firm, [...]
Portfolio Management and Review
Portfolio Management and Review Portfolio management is the art of making decisions about investment policy, asset allocation for individuals, and balancing risk against performance. Portfolio management is all about determining strengths, weaknesses, opportunities, and threats in the choice of debt vs. equity, encountered in the attempt to maximize return at a given appetite for risk. [...]
Investment Consulting
Investment Consulting Sarvam Associates is an investment advisor which offers consultancy services to clients such as HNI ( High Net Worth Individuals ), Trust and institutions on choosing the right plans and processes to achieve their long term financial goals as well as for their short term strategies such as new investments, Investment-related queries [...]