By giving us the responsibility of managing your finances, you are putting immense faith in us. Thus, at IGR Consultant LLP, we put you first. Our mission is to provide you with customized and comprehensive financial solutions to achieve sustained growth. To accomplish this mission, our team navigates through the most difficult market cycles and creates a solution that offers a lasting impact.
Our values coupled with our passion for what we do, empower us to excel and set new records in the wealth management sphere.
Our interests are aligned with yours and keeping that in mind, we formulate a bespoke wealth management plan. This personalized approach helps us in fulfilling our mission along with your financial goals.
Our Portfolio Management Service is tailored to cater to the investments objective of different investor classes the clients can be Individuals or Institutions entities with high net worth.
All the capital gain, performance and profit and loss statements are shared with investor on a regular basis. The investor is always aware about its holdings and market value of his investments.
The strategies designed by portfolio manager, expert in its area and has years of experience in the same field, will be as per the objective of the investor.
Continuous review and rebalancing of the performance keeps it aligned as per objective of the investment. Changes in the portfolio are done as and when needed.
All the paper work and administrative actions are taken care by the portfolio manager. The investor doesn’t have to involve in all these paper work. Periodic performance reports are shared by the managers to the investors.
Portfolio management services can be discretionary or non discretionary.
We help you achieve your financial goals through our systemized process and strategies & invest with a purpose.
Your wealth goals fall under this stage if you are looking at strategic opportunities to invest and grow your wealth at a significant pace accross asset classes. Most wealth creators are in this stage during their peak career years – 25 to 55 years of age.
Before we can plan your investments across different assets, our experts conduct a risk analysis of your profile to ensure your risk exposure matches your profile requirement.
Once our team has spent time conducting risk analysis, the next step is to consider different asset types for investment and growth based on your individual wealth goals.
Our investment solutions under each of the asset categories are tailored to meet your goals rather an all-solution-fit-everyone approach.
We regularly track both, the market and your portfolio performance. This continuous, judicious asset management approach ensures we deliver well on our clients trust and goals.
The second stage in your wealth management journey is the preservation stage. As you get closer to your long-term goals, your wealth management strategy must evolve too. The strategy must offer higher stability and predictability, ensuring protection against inflation and market volatility, along with tax benefits. We create wealth management strategies that involve lower risks and offer calculated retures on investments by following this rigorous two-step process:
We believe research becomes even more crucial at the preservation stage since risk appetite comes down significantly as compared to the accumulation stage. Regular execution and overseeing along with continous research ensure your portfolio is well-protected and risk mitigation is at its peak, Further, technology-based monitoring adds to our team’s execution prowess, serving as an additional tool for market environment updates and swift risk mitigation.
The asset investment and reallocation process we follow during the preservation stage takes into consideration your wealth goals as well as the best practices for this stage. This ensures your wealth preservation isn’t about meeting average returns but is in cloase alignment with your risk appetite and goals.
The third stage in your wealth management journey is the transmission stage. You are most likely retired at this stage or past an active career. It is when you are looking to do estate and succession planning while ensuring your wealth continous to serve you well in post-retirement years. Here’s how we help you with at this wealth management stage.
Our approach of creating solutions that best match your unique goals extends to this wealth management stage. We help you device a strategy that ensures your wealth is transferred to stakeholders of your choice at an opportune time. This isn’t limited to will creation but also advisory related to setting up trusts, reorganising business interests, taxation, superannuation, and gifting. This is an equally important stage as the previous two stages in your wealth management journey since it consolidates information and knowledge for your heirs, avoids inheritance disputes in the family, and ensures your wealth grows with the right stakeholders for years to come.
The majority of our clients are referred to IGR Consultants LLP by existing clients and other professionals. Here are some of the kind words they have for us:
“Since investing with IGR Consultants LLP we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.”
IGR Consultants is patient in explaining the nuances involved in making the right investment decisions with superb concept, nice website, excellent customer support etc. I would recommend IGR Consultants to any investor thinking for long term investment planning as they are doing a great job !