Wealth Management Solutions

Wealth Management Solutions

Wealth Management Solutions Wealth management solutions

What is Wealth Management Solutions

Wealth Management Solutions is a high-level professional service that combines financial & investment advice ,growth & retirement planning, estate planning, accounting and tax services. Normally in a Wealth Management Solutions the clients includes ,HNIs ,Business owners , Trusts , Corporate and Families. A single wealth manger a specialist in this field who co ordinates, advises and manages their clients rather than clients meeting to many professional . In simple a one stop solutions, for all you financial investment , Insurance, Real estates and Taxes

How it all starts

A wealth advisor ,starts by developing a plan that will maintain and increase the client's wealth based on that individual's financial situation, goals and comfort level with risk. After the original plan is developed, the manager meets regularly with clients to update goals, review and rebalance the financial portfolio and investigate whether additional services are needed, with the ultimate goal being to remain in the client’s service throughout their lifetime.

The most important concept in Wealth Management Solutions:

Systematic Equity Plan (SEP)

What is Systematic Equity Plan (SEP)?

In Systematic Equity Plan (SEP) we can buy the shares within a fixed amount or buy a fixed quantity every month. It works similar to SIP in a mutual fund but the difference is SEP investor buys selected stock on a regular base like monthly or quarterly. Investment in equity for the long term can always get good returns. But many people afraid to invest directly in the stock market due to the volatility of the stock market. Systematic Equity Plan (SEP) gives solution for this problem, when the stock price goes low you get more stocks and when the stock price goes high you buy less stock, this is the way the pricing of the stock get averaged.

KCS Wealth Management focus in giving the right guidance to investor by following the above 2 important principles . Our focus area

EQUITY
–     CASH TRADING – PMS-SEP-SIP & F&O
COMMODITY
–     AGRI, NON AGRI & BULLION
CURRENCY
–     TRADING & HEDGING
LIFE INSURANCE
–     PROTECTION - INVESTMENT – PENSION – SAVINGS
REAL ESTATE
–     INVESTOR - PROPERTY MANAGEMENT
FUNDING
–     PRIVATE EQUITY , VENTURE CAPITAL & DEBT