Wealth management services entails the proper combination of dedicated and specific financial services which comprise legal and tax advice, personal retail banking services, and investment management services to provide a balanced flow of long-term wealth for clients. RGM Capital Pvt. Ltd. provides you with the best professional guidelines on wealth management services. With over 13 years’ experience in managing wealth, Rupesh have a deep understanding of the asset class and can guarantee an excellent service and unsurpassed support.
Wealth Management- Indian Capital Markets
Mutual funds are funds that are managed by professional fund managers who make critical and informed decisions on behalf of the clients. RGM have shown dexterity in the management of the mutual fund portfolio of various HNI and UHNI client. We utilise state-of-the-art back end software to offer consistent and regular updates on client’s portfolio. We also discuss with clients and provide continuing review of their portfolio. With this technique, our clients can have access to their investment in mutual funds on web and mobile applications.
RGM will provide proper diligence and make recommendations of the best performing PMS available according to each client’s risk profile and appetite. We add immense value to our clients by identifying the best portfolio manager and advising them to choose the most credible service providers that suit their financial goals.