WEALTH SERVICES

Our Customized Wealth Plan

Clear understanding of the individual's financial goals
Individual Risk Profile
Optimal Asset Allocation Strategy
Diversification through various Investment Products
Tax Effectiveness

Creating Wealth, Building Relationships

AUTUS assigns you a relationship manager, who offers you individual attention, monitors your portfolio and looks after all your investment requirements personally.His endeavor is to establish a long term partnership with you, designed to deliver financial security and successful preservation and growth of wealth. This is accomplished through ongoing, one to one interactions with you by understanding your risk profile, your current financial position and forseeing your future goals.

Each Relationship Manager handles only a limited number of clients, so that he is always available to render his consultancy support and deliver services to best meet your expectations.

RETIREMENT PLANNING
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TAX PLANNING
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INVESTMENT PLANNING
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TAX PLANNING

Save on taxes plus earn a higher ROI.

Income tax, wealth tax, service tax...... life is full of taxes that often deprive you of a good night's sleep.You work hard, earn money and then end up paying significant portion of it by way of taxes.Although paying taxes is a good habit, you can also end up losing a lot through them. This is where Autus steps in to help you draw up an effective investment plan so that you save on taxes plus earn a higher return on investment.

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RETIREMENT PLANNING

Made to suit your needs.

Retirement Planning is a little tricky because it invovles balancing short term and long term financial goals. It means walking the tightrope between savings and investments, between safe instruments and others that fetch high returns, keeping in mind the rate of inflation. Autus helps you draw up the best retirement plan with a judicious mix of assets across different risk-return characteristics. This plan is focused on meeting your retirement objectives and your lifestyle needs.

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INVESTMENT
PLANNING

Benefit from our research driven,
fact based approach

There is a lot at stake when money is involved. Your Financial planning needs to go much beyond the arbitrary opinions of a single broker. At Autus, every solution we arrive at is based on hard facts, know-how and experience. We have with us a huge knowledge repository ,strategic expertise and ability to forsee future trends. Weather you need help in managing your own portfolio or managing business risks, you will benefit from our research driven, fact-based approach that has delivered results for a large population of corporates and individual.

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