Wealth Management

Wealth Management

M/s. Sanyog Padelkar Consultants have a team of professionally qualified wealth managers providing you with one of the best financial advice related to your Investments.

Diversify to reap the benefits:

The portfolio is designed to achieve optimal return at every level risk – from risk-averse to excessive risk – depending on your risk appetite. We create portfolios through diversification and automated trigger-based rebalancing. Investors can be reassured that their investments have an opportunity to generate better returns than the average market returns.

Linking investments decisions to real goals:

Each investment should have a plan. But, in reality, we make most investments without having a proper goal. M/s. Sanyog Padelkar Consultants creates a goal-based investing tool and advice algorithm to help you create realistic goals and link existing investment to them. Our systems will let you know If you are on track to reach your investment goals like retirement, children’s education, marriage, etc.

Review and Updates:

“Out of sight is out of mind”. Yes, that’s true. However, given your hectic schedule and other commitments, you may not always be able to keep a track of what’s happening to your investments and what’s impacting the economy. At M/s. Sanyog Padelkar Consultants, our team of highly skilled professionals keeps an eye on your investments and regularly reviews the underlying allocations. We would advise you if we feel it necessary to make changes in order to stay on track with your investment objectives.

Our wealth management activities and services include the following:

  • Portfolio management,
  • Life Insurance,
  • Health Insurance,
  • General Insurance,
  • Mutual Fund Investments,
  • NPS Investments,
  • Fixed Deposit Investments,
  • Shares and Securities etc.