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
Life/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, bonds, private assets
Insurance
Endowment plan
Wealth transfer
Life cover (to manage estate tax)
Unlocking the value of property assets
Orderly transition of Business interests
Estate planning structures
Growth portfolio – mutual funds
Know more about SC Wealth Select
Principles
Portfolio approach
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