Key Segments
Wealthspring’s Wealth Management Proposition
(Indian Investors)
Your Needs
- Top class Wealth Management expertise
- Advisory services covering
- Designing your entire investment portfolio by leveraging market tested risk profiling tool & methodology
- Expertise that extends to both Equity & Fixed Income markets
- Managing your portfolio through the entire life cycle
- Ability to support your India investments as well as guide you in your international investments, hence providing additional opportunities and diversifying your risks
Our Proposition
- Advisory managing your investment portfolio that includes both Equity and Fixed Income investment options
- Unlike other Wealth management companies, we manage investments across complete life cycle
- Ability to advise & execute across investment products based on strong research and experience – Stocks, Bonds, Mutual
- Funds, REIT, ULIP, Alternative Investment Funds & PE funds
- Deep understanding of taxation of various instruments and offer tax optimized solutions
Expertise / Services of this nature is typically available to ultra HNIs (> Rs 25 Cr), our service is for all our customers
Wealthspring’s Wealth Management Proposition
(NRI Investors)
Your India Investment Needs
- As one of the fastest growing economies, India offers a wide range of attractive yet secure investment options – both Equity & Fixed Income
- Directly participating in Actively managed Indian Mutual funds, that have outperformed passively managed ETF’s, that are available to you abroad
- Designing your India investment portfolio by leveraging
- Market tested risk profiling tool & methodology
- Expertise that extends to both Equity & Fixed Income markets
- Management of your portfolio through the entire life cycle
- Optimizing your tax returns in India and also offer dedicated procedural support for you to make your investment experience completely hassle free.
Our Proposition
- Advisory managing your entire investment portfolio that includes both Equity and Fixed Income investment options
- Unlike other Wealth management companies, we manage your investments across complete life cycle
- Ability to advise & execute across investment products based on strong research and experience – Stocks, Bonds,
- Mutual Funds, REIT, ULIP, Alternative Investment Funds & PE funds
- Deep understanding of taxation of various instruments and offer tax optimized solutions
- We offer filing & optimizing your Tax returns in India and Tax computation for Investments in country of residence
Wealthspring’s Wealth Management Proposition
(Small Medium Enterprises)
Cash (Treasury) Management Needs
- Larger companies optimize their returns on surplus cash through specialized Treasury Operations.
- However, across India, MSME/SMEs are losing out on this opportunity, by keeping funds in Current Account or at best short-term Fixed Deposits.
- Identify the right Fixed Income products that provides your company a safe investment experience with higher post tax returns and better liquidity.
Our Proposition
- WealthSpring can help MSME/SME in their investment decisions and strategies.
- We bring extensive experience in the Fixed Income space to optimize your returns over the long run and also bring the ability to source wide range of such instruments:
- Interest Rate: Deep understanding of macro parameters that impact Interest rate markets – both locally and globally
- Duration: Monitor various options at short & long end to optimize your returns & move investments along duration curve as appropriate
- Risk: Assess Credit and Risk conditions to determine suitable exposure
- Taxation: Deep understanding of taxation of various instruments so as to offer tax optimized solutions
WealthSpring is an ideal partner that helps you increase your returns on your short-term surplus cash
Meet Us
446, Level 4, A Block,
Dynasty Business Park,
Andheri Kurla Road 400 059.
Dynasty Business Park,
Andheri Kurla Road 400 059.
