How does one find a wealth manager
Till now I’ve been investing our families income into shares and MFs by myself using own research and places like grapevine :) Now the allocation and its wisdom has started worrying me as the overall portfolio inches towards 1cr And I am wanting to consult a wealth manager but not sure how to begin the search for one. Any leads?
Criticalthinker
Stealth
8 months ago
I recommend captain mind, if you are interested let me know
I’m wondering if a fee-only RIA will suffice us rather than a PMS as I like the idea of do it yourself post fine tuning current portfolio. But since capital mind has been referenced here more than twice now I’m going to check them out. They seem to be a low cost PMS ..
Criticalthinker
Stealth
8 months ago
They have a model portfolio subscription as well for 20k apart from PMS. Which will have 6 model portfolios for investment. I am using this service for past couple of years and made good returns.
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Beautiful. Thank you. This is v helpful. I’ve booked intro call with a couple of folks and feeling like this shall solve for us.
TheOatmeal
Stealth
8 months ago
There is something called CapitalMind in HSR (incase you are in Bangalore). You can check them once
TheOatmeal
Stealth
8 months ago
They have some online too i think :)
The professional name you are looking for is called CFP. For 1 crore, you need a CFP not wealth manager.
Vivek Taru
Basu Nivesh
Sanjay Matai
They are good else you can always Google and try the one you like yourself too. They help you by analysing your insurance needs, existing investments etc. BTW, I'm a certified insurance advisor. You may contact me for any insurance needs. Email in profile. All the best.
Top PMS
https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu
I use Capitalmind
Buddy happy to share my knowledge. Have been investing 1cr+ of personal wealth by myself
Please do check out https://finvestindia.com/
(Disclosure: its run by a relative, i think he is good at what he is doing).
Maybe you can look up MFD/IFA's in your city using Google.
Check their websites or even better get an appointment to learn more about them, their services, approach, etc.
Indusplateau
Stealth
8 months ago
Scripbox is good not big portfolios as yours but they hedged me enough
Indusplateau
Stealth
8 months ago
Diversified portfolio to minimize downfall.
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How good is the wealth manager assigned if you have Axis Burgundy Account? I’m getting that account just for this
Qwerty2398
Stealth
8 months ago
You don't. They find you.
PersonalFinanceAbhi
Stealth
8 months ago
Dm me. You are sorted!
PersonalFinanceAbhi
Stealth
7 months ago
7990744040 here you go
