Premium Wealth Management Service

Elite Rishta is an exclusive and privilege service for our Clients with a higher socio-economic status offered under Rishta Capital. In this Premium Segment we cater to the needs and demands of our HNI, Ultra-HNI and NRI Client segment.

At Rishta Capital, Client comes first. Our solid relationships are a testimony of our commitment. Our advice is built from a rigorous and up-to-date understanding of the market, coupled with your financial vision.

This means we only offer solutions that work best for you. For us, mutual trust outweighs mutual benefit.

Wealth Services for Premium Customers

Most investors perceive wealth management process to be a smooth ride. It is very different in reality, of course. Markets do not move in a straight direction and unexpected factors usually get in the way. With an increase in the number of high net worth investors in recent years, there has been an increasing demand for sophisticated, integrated and front-to-back solutions.

This is where the expertise of wealth management services can be put to use. Wealth management is a continuous investment-advisory process that is a combination of financial planning, investment portfolio management and a number of aggregated financial services. It offers several strategies and plans that allow high net-worth individuals (HNIs) or Non-Resident Indian (NRIs) to attain all possible goals in a systematic manner.

Wealth managers take advantage of their experience and knowledge to help the investors with their finances based on where they are in their life cycle and other surrounding factors. Below mentioned is a list of some of the solutions that every wealth management package should contain:

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Financial Planning

Comprehensive financial planning examines your financial health thoroughly to help you plan your investment goals through a roadmap for the future. This is ideally done to understand your complete financial situation before making investment recommendations

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Investment and Portfolio Management

Portfolio management is the business of making customized decisions to build a strong portfolio based on your financial objectives or life goals, investment mix and policy, asset allocation, risk tolerance, concerns and time horizon.

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Retirement Planning

A financial plan and retirement plan work together with each other. A financial plan helps you prepare for the life you want to live during your working years, and a retirement plan helps you prepare for the life you want after you retire.

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Cash Management

Cash management involves handling of a broad range of tasks including day-to-day finances, collection & handling, usage of cash, assessing liquidity, cash flow, investments and short-term investment strategies.

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Risk Management

Risk management is the forecasting and evaluation of financial risks along with measures to avoid or minimize the impact of financial and other losses that can have potential risks to your assets, business or health. It begins with assessing your risk tolerance with risk assessment tools.

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Private Wealth Management

Risk management is the forecasting and evaluation of financial risks along with measures to avoid or minimize the impact of financial and other losses that can have potential risks to your assets, business or health. It begins with assessing your risk tolerance with risk assessment tools.

Elite Relationship Management

At Rishta Capital, we believe that every successful portfolio is different. It needs to be tailored to your long and short-term goals, in order to make the most of your assets and to protect your financial future. Discover a variety of asset allocation choices that will help you create an investment portfolio that is effective and helps in realizing your financial desires.

A well-informed advisor with your best interests at heart is crucial to help you navigate your investment journey. At Rishta Capital, we have exclusively trained, certified, qualified and professional Relationship Mangers who are assigned to attend and address your financial needs round the clock. Relationship Managers are equipped with sufficient skills to cater to your investment needs at any time of your convenience.

Elite Rishta offers specialised service to our Premium Clients. We ensure to undertake a comprehensive Financial Planning with adequate portfolio diversification backed by continuous monitoring.