Wealth Management

Financial Roadmap

Research

Know Us

Our Genius

Wealth management is the first step towards accomplishing your financial goals and realising your long-cherished dreams. It is often misunderstood for investment regulation. However, wealth management is far wider in scope. It entails creating a comprehensive financial management plan that aligns with your objectives. It takes into account extensive factors such as risk reduction, liability management, asset control, investments, etc. Proper wealth management allows you to enjoy long-term financial security and optimise your earnings. With so many elements to consider, managing your wealth might seem an arduous and complex task, and we at Poshway fully understand it. That is why we have initiated a unique and highly beneficial feature of 'Our Genius'.

Poshway Consultants is committed to providing personalised solutions to its clients based on their distinctive financial needs, goals and behaviour. It is crucial because universal solutions are impractical in financial planning. Each individual and organisation has a different pattern for development and unique objectives that demand customised financial plans that are effective and instrumental in achieving progress. Our Genius is an extension of our client-centric approach, our topmost priority for years. Under this feature, we provide each client with a personal relationship manager responsible for designing personalised plans for clients aligned with their ambitions and wishes. The Personal Relationship Manager is a single point of contact at Poshway. The consultant works closely with the clients to understand their financial goals, issues and risk tolerance. They maintain regular contact with the clients and assist them in meeting their targets. The programme is designed to increase convenience for the clients and ensure that their financial needs are met with utmost attention and care.

Wealth management is a long-term process, and Poshway is here to support you at every stage. The manager assigned to you under Our Genius will monitor your accounts, caution you about potential risks, optimise plans as per changing market trends, and back you with value-adding guidance and expert solutions. Wealth management is an expansive concept that revolves around maintaining the sound financial health of an individual or organisation. Our consultant will illuminate you on various financial topics, from risk mitigation to tax optimization, retirement planning to making worthy investments, liability management to inheritance and succession planning. The main motive is to help you make informed, intelligent financial decisions that enhance your growth prospects and ensure consistent progress.

We own our clients' vision and make every effort to assist them in accomplishing it efficiently. The scope of Our Genius includes family offices, individual investors and corporate clients who aim to achieve financial success through effective wealth management. We firmly believe that wealth management should be transparent, accessible and confidential. We employ advanced tools to deliver a seamless experience through a user-friendly interface. Our user portal is designed to provide maximum convenience. You can access your portfolio, track your investments, and communicate with your relationship manager anytime from anywhere on the portal. We guarantee confidentiality in all operations and strive to improve our service continuously.

The key advantages of availing the services of 'Our Genius' are:

  • Personalised plans
  • Expert and experienced personnel
  • Increased convenience in accessing your reports and accounts
  • Better communication
  • Extended support to help at every step of the financial journey
  • Continuous monitoring and modifications in plans for unhindered progress

Poshway consultants is fuelled by the drive to provide services of the highest quality to its clients endowed with professionalism and humanity. We believe that each of our clients is unique and deserves personalised attention and support. Armed with Poshway's all-around assistance and client-friendly policies, you can assure that your wealth is appropriately managed and you are on the right track to achieving your goals. Well, that is truly 'Our Genius'.