As an independent Wealth Management Firm we offer whole of market solutions to both individuals and companies. We work closely with our clients to understand their objectives and to enable a bespoke, strategic plan to be put together.
All areas of investment are considered when formulating an investment plan that fits the clients needs and objectives. We believe we are in partnership with our clients and their needs are our priority. We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk.
Investment decisions depend on factors like risk appetite, time horizon, and liquidity needs. That’s why we take every customer through a risk profiling exercise at the start of an investing relationship. It serves as a guide to portfolio building, from asset allocation to the type of products within each asset allocation.
Following this, we showcase a broad spectrum of products across varying asset classes that meet the customer requirements and objectives. We provide all the relevant information so that you can pick and choose the products that finally make it to your portfolio.
As you prepare to invest, you’ll need to assess your net worth. No matter your preferred risk level, we’ve got a portfolio for you. We at My Funds Cart understand your goals and risk preferences and choose a portfolio suitable to your needs.
Our risk profiling tool will help you understand your ability to bear risk and identify the asset classes to match your investment goals. My Funds Cart make tailored recommendations based on your risk profile.
Once we’ve determined which assets should go into a portfolio, and in what proportions, we look to invest in them in the most efficient way possible. We use a broad range of assets to build sophisticated, globally-diversified portfolios.
Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc. We are empanelled with a wide range of reputed third-party PMS providers across India.
Alternate Investment Funds (AIF’s) usually include real estate, private equity, hedge funds and venture capital funds or investments in stocks and bonds using strategies that go beyond traditional ways of investing, such as long/short or arbitrage strategies. Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, reduce risk, and enhance returns. We are empanelled with exceptional third-party AIF providers so that investors can diversify their portfolio and benefit from their high-return opportunities in the long-term.
A fixed deposit account is an investment account and a type of savings account in which money is deposited for a stated period of time and a fixed interest rate is paid at the end of that period. We offer investment options in various corporate deposits with tenure of 1 to 5 years offered by large corporations.
