Today, Tomorrow and Forever
Grow, manage and protect your wealth for yourself, your family and beyond
Grow, manage and protect your wealth for yourself, your family and beyond
Our approach to wealth
– Meeting near term spending needs
– Savings for emergencies
– Protection
– Cash and cash equivalents
– Fixed income instruments
– Mutual Funds paying distributions
– High dividend equities and REITS
– Life/medical/disability/property/car insurance
– Wealth accumulation
– Hedging against inflation
– Saving for an investment property
– Retirement planning
– Planning for children’s education
– Growth portfolio – mutual funds, equities, bonds, private assets, hedge funds
– Insurance
– Endowment plan
– Real Estate / Property
– Wealth transfer
– Life cover (to manage estate tax)
– Unlocking the value of property assets
– Orderly transition of Business interests
– Private Equity
– Growth portfolio – mutual funds, equities
Know more about SC Wealth Select
Principles
Approach
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