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.

Email Us

wealthspringpvtltd@gmail.com

Call Us

+91 98 190 06666
+91 93 249 04306

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