Mr. Sanjay Malhotra has a family business and had accumulated a decent amount of wealth, he was looking for a financial advisor who could help him develop a financial strategy for his existing scattered assets, wealth, savings, Investments and Retirement.

He also wanted his advisor to evaluate his current financial status and prepare a plan. This client had a number of initial concerns. He had sold a property and was in need of financial advice with regards to how to invest the proceeds.

After successfully reviewing and simplifying the client’s financial situation, Grow wealth helped to structure the portfolio, knowing he could be provided with the best care in future.

When we first met him, he had an accountant, multiple investment brokers, lawyer who was not involved with his wealth planning. With a reference, he looked into an option of working with one advisor to ensure all aspects of his plan were in place. That’s where we fit in.

• First, we worked on consolidating his multiple investments and presenting into one view of his investments. We understood his preferences.
• We created a brief investment framework and asset allocation plan that would serve as a guide sheet for aligning his preferences, also structured income and investment advice to secure the client’s future monetary needs.
• We implemented the plan for over a period of one taking into account the other taxation implications.