Assets Allocation Strategy is a discipline that incorporates Financial Distribution, Investment portfolio management, and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Assets Allocation Strategy is done by Asset managers.Asset managers can be MBAs, CFAs & Certified Financial Distribution(CFPCM), or any credentialed professional money manager who works to enhance growth and income.
Investors must have already accumulated a proper amount of wealth for Aset management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers, or multi-licensed portfolio managers.
Their services are designed to focus on high-net-worth customers. Asset Managers use their experience in estate planning, risk management, and legal specialists, to manage the holdings of high net worth clients. Asset managers must contain a current profile of client holdings.
Opp. Uco Bank, Kanpura, Vyara - 394650,
Dist- Tapi, Gujarat, India
118C, First Floor, Canopus Mall, Ghod Dod Road, Surat - 395007
dswealthh@gmail.com
+91 93767 83590
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-100796 | Date of initial registration – 01-Apr-2004 | Current validity of ARN – 27-May-2027
Grievance Officer- Dipen Shah | dswealthh@gmail.com
Important Links | Disclaimer | Disclosure | Privacy Policy | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors