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Wealth Management




KEY TO PERSONALIZED WEALTH MANAGEMENT


BOBCAPS provides customised end to end wealth management solutions* that are tailor made to suit your long term financial needs. Your Relationship Manager along with his team of Investment Counsellors meticulously analyses your portfolio and assets in view of prevalent market conditions and recommends solutions in line with your risk profile that help optimize wealth creation. Our investment counsellors will help you decide an investment strategy to specifically suit your individual needs with a holistic view of markets and the economy.

*Please note that Wealth Management solutions are enabled for NRI customers based on select countries as per local laws & regulations. Please get in touch with your Relationship Manager for detailed information about the same.

Investment solutions across asset classes:

Equity - Direct Equity, Derivatives Mutual Funds, ETFs, and Third party products like Portfolio Management Services and Structured Products, Fixed Income - Debt Mutual Funds, Non-Convertible Debentures, Bonds, Hybrid Debt Securities , Alternate Assets Listed Equity, Private Equity or Real Estate funds, Legacy Planning - Assistance in creation of a Will or Trust for Succession or Estate Planning, Gold - Mutual Funds, ETFs and in physical form, Currency Derivatives

Investment Process :

Profiling & Risk Assessment The first step is to help us know you, your goals, current life stage and risk tolerance. This is a critical step which helps us develop a tailor-made financial plan for you.

Asset Allocation Basis your risk profiling, a customized asset allocation plan is developed for you through a combination of investments across various asset classes comprising of Equity, Fixed Income, Gold and Currencies.

Investment Planning & Execution A customized investment plan is constructed based on the recommended asset allocation and current outlook on financial markets. Your Relationship Manager assisted by a team of experts will arrive at the right product mix which is executed post your confirmation.

Constant Monitoring & Review - The investment team continuously monitors the performance of the investment plan against the backdrop of market dynamics and individual product performances. The investment plan is then reviewed and modified if needed to ensure alignment with the plan objectives.









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