WEALTH MANAGEMENT SERVICE

At ASK Wealth Advisors, clients benefit from our unique perspective on managing wealth, which has been built over nearly two and a half decades of experience in the capital markets. Ideally we would want our clients to give us access to their complete portfolio to help us provide a comprehensive financial plan and investment solution set. Having said that, it is quite possible that certain clients would want to start a relationship with ASK on a productized basis and then scale it up to a level where they avail our wealth advisory service. WM has been specially designed for this set of clients.

Under WM, we check for a particular product's investment suitability with respect to client's risk appetite, goals to be achieved etc., before recommending a product.

For clients who would have a considerable equity mutual fund portfolio, we offer a comprehensive Mutual Fund Advisory under the WM offering. The client benefits by getting periodical updates / recommendations on his MF portfolio which is achieved through active portfolio tracking.