The HNI wealth management sector
One needs to understand that there is no 100% full proof profit
algorithm in the market. Although, there exist few parameters that
connote the degree of success rate. Mark the words- “DEGREE OF
SUCCESS RATE” and not the “100% SUCCESS”.
There are many problems faced by the investment planners and wealth management companies. This is because they’ve to design a winning strategy with all the existing algorithms that don’t have any physical surety.
Firstly, the wealth management services should be generalized and at
the same time, they should also be personalized. The services should be fabricated in such a way that all the stocks of the customer’s needs are taken. All the services should be customized as per customer’s requirements.
Next, a personal relationship manager has to be allotted to each client who keeps in details of all the investments of the customer. One on one basis wealth managers is to be hired and groomed. Simply, the company can’t rely on sales team itself.
24 Carat Financial Services is a research hub that is known as the best equity and commodity HNI services and client’s portfolio management.
The goal of each individual at 24 Carat is to be worthy of our customer’s trust by providing them with services which are economically and financially beneficial to them. We work day in and day out towards the vision- “To create a world where people invest to make a living, not just money.”