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<?php include 'header.php'; ?>
<title>Wealth Management - Tipsons Group</title>
<?php include 'menu.php'; ?>


<section class="no-padding sh-about">
    <div class="sub-header ">
        <span>Services</span>
        <h3>Wealth Management</h3>
    </div>
</section>

<section class="menu_bottom">
    <ul>
        <li class="clicked_first" data-id="1">Services provided under WM in brief</li>
        <li data-id="2">Detailed description of services in WM</li>
        <li data-id="3">Investment options available with Tipsons</li>
        <li data-id="4">Structured Products</li>
    </ul>
</section>

<section class="services_ hidethis" id="tab1">
    <div class="container">
        <div class="row">
            <div class="col-md-4">
                <a href="http://www.tipsons.co.in" target="_blank">
                <img src="images/data/13.jpg" class="img-responsive">
                    <br>
                    www.tipsons.co.in
                </a>    
            </div>
            <div class="col-md-8">
                <h3>Services provided under WM in brief</h3>
                <ul>
                    <li>Assessing the client’s current financial Health</li>
                    <li>Systematic arrangement of finance for the client’s long term &amp; short term goals like- Buying a house, car / Education &amp; marriage of children/World tour etc. &amp; also making provision for contingencies</li>
                    <li>Advising &nbsp;client the best investment opportunity depending upon
                    </li>
                    <ul>
                        <li>Return expectation</li>
                        <li>Risk appetite</li>
                        <li>Horizons</li>
                    </ul>
                    <li>Current investment</li>
                    <li>Advising &amp; planning one’s tax related matters in connection to investment planning</li>
                    <li>Reviewing portfolio regularly and suggesting any changes according to the market scenario</li>
                </ul>
            </div>
        </div>
    </div>
</section>

<section class="services_ hidethis" id="tab2">
    <div class="container">
        <div class="row">
            <div class="col-md-4">
                <a href="http://www.tipsons.co.in" target="_blank">
                <img src="images/data/14.jpg" class="img-responsive">
                    <br>
                    www.tipsons.co.in
                </a>
            </div>
            <div class="col-md-8">
                <h3>Detailed description of services in WM</h3>
                <ul>
                    <li><strong>Assessing the client’s financial health</strong> – through analysis of current financial context. This includes the income, expenses and net worth (assets and loans).</li>
                    <li><strong>Understand customer’s current investments</strong> across debt, equity, realty, PMS, structured products and other asset classes.</li>
                    <li><strong>Helping &amp; advising client to set up Short term &amp; long term goals like</strong>
                    </li>
                    <ul>
                        <li>Buying a house</li>
                        <li>Buying a car</li>
                        <li>Education of &nbsp;Children</li>
                        <li>Marriage of children</li>
                    </ul>
                    <li><strong>Estimation of the required retirement corpus</strong> after detailed discussions with the customer regarding expected post retirement lifestyle and likely sources of other income if any.</li>
                    <li><strong>Suggesting the best investment option</strong> depending on
                    </li>
                    <ul>
                        <li>Risk taking ability, return expectation ,time horizon &nbsp;based on milestones planned above</li>
                        <li>Evaluate the existing investments across different asset classes</li>
                        <li>Recommend an asset allocation suitable to customer needs and designed to meet objectives laid out in the Financial Plan</li>
                        <li>Recommend specific mutual fund schemes, debt instruments, equity ideas within each asset class</li>
                        <li>Execute the transactions to achieve the targeted asset allocation and hence the Financial Plan objectives</li>
                    </ul>
                    <li><strong>Execute the transactions from time to time</strong>.</li>
                    <li><strong>Recommend changes in mutual fund schemes</strong> where the performance is not up to the mark.</li>
                    <li><strong>Suggest investment themes and ideas from time to time</strong> – covering sectors, new fund</li>
                    <li><strong>Planning for the reduction of tax liabilities</strong> and the freeing-up of cash flows for other purposes</li>
                    <li><strong>Planning for contingencies and advising the client suitable</strong> term plan mediclaim &amp; other general insurance product</li>
                </ul>
            </div>
        </div>
    </div>
</section>

<section class="services_ hidethis" id="tab3">
    <div class="container">
        <div class="row">
            <div class="col-md-4">
                <a href="http://www.tipsons.co.in" target="_blank">
                <img src="images/data/15.jpg" class="img-responsive">
                    <br>
                    www.tipsons.co.in
                </a>
            </div>
            <div class="col-md-8">
                <h3>Investment options available with Tipsons</h3>
                <ul>
                    <li><strong>Bonds &nbsp;(Primary &amp; Secondary)</strong></li>
                    <ul>
                        <li>Taxable Bonds</li>
                        <ul>
                            <li>Includes Bonds of Central / State Government Guaranteed, PSU , PFI, Private &nbsp;etc</li>
                            <li>Less risky instrument</li>
                            <li>Available in tenure starting from 1 year to Perpetual</li>
                        </ul>
                        <li>Tax free Bonds –Suitable for person &nbsp;coming under higher tax bracket (20% &amp; 30% )</li>
                        <li>Capital Gain Bonds (54 EC Bonds)- Assesses have the option of not paying any long-term capital gains tax by investing the profit &nbsp;capital gains bonds with a stipulated time period. Capital gains bonds are issued by specified institutions and tax benefits are available under Section 54EC of the Income Tax Act.</li>
                        <li>Deep Discount Bonds (Cumulative Bonds)</li>
                    </ul>
                    <li><strong>Fixed Deposit</strong></li>
                    <ul>
                        <li>Corporate FD</li>
                        <li>State Guaranteed FD</li>
                    </ul>
                    <li><strong>Mutual Fund</strong></li>
                    <ul>
                        <li>Equity MF</li>
                        <li>Debt MF</li>
                        <ul>
                            <li>Liquid Schemes</li>
                            <li>Fixed Maturity Plan (Close Ended)</li>
                        </ul>
                        <li>Balanced MF</li>
                        <li>ETF</li>
                        <ul>
                            <li>Gold ETF</li>
                            <li>PSU ETF (RGESS-80CCG)</li>
                        </ul>
                        <li>Equity Linked Savings scheme (Deduction U/S 80C)</li>
                    </ul>
                    <li><strong>CRPS (Compulsory Redeemable Preference Shares)</strong></li>
                    <li><strong>Inflation Indexed Bonds</strong></li>
                    <li><strong>Interest rate Futures</strong></li>
                    <li><strong>Insurance Products</strong></li>
                </ul>
            </div>
        </div>
    </div>
</section>

<section class="services_ hidethis" id="tab4">
    <div class="container">
        <div class="row">
            <div class="col-md-4">
                <a href="http://www.tipsons.co.in" target="_blank">
                <img src="images/data/16.jpg" class="img-responsive">
                    <br>
                    www.tipsons.co.in
                </a>
            </div>
            <div class="col-md-8">
                <h3>Structured Products</h3>
                <ul>
                    <li>Commodity Arbitrage Product</li>
                    <li>Real Estate</li>
                    <li>Gold</li>
                </ul>
            </div>
        </div>
    </div>
</section>

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