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?
Anise Lee
Stealth
9 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 ..
Dezi Everett
Stealth
9 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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Aaron Lee
Stealth
9 months ago
Scripbox is good not big portfolios as yours but they hedged me enough
Jordon Denver
Stealth
9 months ago
Diversified portfolio to minimize downfall.
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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.
Jordon Lee
Stealth
9 months ago
There is something called CapitalMind in HSR (incase you are in Bangalore). You can check them once
Kendall Denver
Stealth
9 months ago
They have some online too i think :)
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