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.

If you have any existing portfolio, it will be duly analyzed, re-structured and managed by our expert team on a regular basis based on your profile. The advisor will also help you in keeping abreast of the various markets as per your needs. Finally advisor will also be a facilitator in the execution of your personal investment.

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Innovative Financial Management SCO 151-152, First floor, Sector 9-C, Chandigarh (UT)160017
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