WEALTH SERVICES
Introduction
AUTUS Wealth is more than just taking care of your money.It encompasses an integrated approach to managing your finances. We aim to grow your wealth,for which structured support from a trained consultant becomes paramount.
AUTUS Wealth adopts an integrated approach to help you decide how much to save, where to invest, what financial protection you require, while also bringing you a wide range of innovative products - from Mutual Funds to Structured Products, as also a host of other investment products.By taking care of your hard earned money, we give you peace of mind to enjoy the pleasures of life.
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.
(click image to know more)
(click image to know more)
(click image to know more)
PLANNING
fact based approach
The Process
Meeting with Relationship Manager
Goal Setting / Objective Analysis
Risk Assessment & Portfolio Analysis
Strategy Development
Planned Implementation
Regular evaluation & Follow Up