Wealth management services from Wealocity is a complete advisory solution that focuses on generating consistent wealth using a flexible approach.
Wealth Acuity is a suit that is tailored for an individual’s or family’s wealth management requirements. This service offering allows you a different experience where your advisor is in line with you to make better and informed financial decisions. Adhering to a stringent fiduciary standards, confidentiality and professional assistance, we offer a wide range of products that enhance the overall experience. We’ve a rigorous evaluation process to screen an investment before being approved to be considered for a client communication. High integrity and transparency are the hallmarks of this process that augments the trust.
We believe in risk management and returns are just an outcome of this. The better managed risk the higher probability of better returns. Risk is purely distinctive and varies from one other. So, is the tolerance towards a risk. This inherent anomaly in decision making often creates for the missteps.
At Wealocity, we closely work with you to understand the desired risk levels and proactively identify the risks in your portfolio and derive ways to mitigate them. Wealth Acuity leads you to a large universe of varied investment avenues that range from the Mutual Funds to Managed Accounts to Direct Equity investments to Insurance to Bonds and advanced solutions in the form of Alternate Investment Funds offering diverse opportunities.
We operate always in the regulatory framework to ensure the safety and security of the investments.