Innovative Financial Management (IFM) offers a Customized Wealth ManagementProgramme
that can help you identify the best investment portfolio, based on your personal
risk and investment profile. The proposed investment will be tailor-made as per
the client profile because we believe in the dictum "all are different, everyone
is unique”. To generate such a customized investment solution, the investor profile
of the client is analyzed and based on the analysis, the various assets classes
are selected.Recommended products after rigorous analysis from various asset classes
are selected. A tailor-made solution is provided to meet your investment goals and
objective to ensure optimal returns matching your risk profile.
An experienced and trained Personal Investment Advisor (PIA) will be allocated to
you followed by seasoned Service ManagerThe advice offer is customer centric, actionable
and absolutely unbiased and is not driven by the sales numbers. Your PIA will help
you in creating an optimal investment Wealth Management plan.