Religare Private Wealth introduces to you "RPW Select" - an integrated service solution designed to work from your side of the table and act as your Personalized CFO's. Our services are governed by principles of Risk Management, Growth & Control that endeavors to provide you with tailor-made solution for all your financial, legal & administrative needs through this integrated platform.
Backed by our licensed advisory services, extensive associations and a superior delivery model, our platform gives a whole new perspective to managing & perserving your wealth for generations.
- Aggregated reporting on assets, across advisors & family accounts at an entity level
- Birds eye view of Overall Allocation & Performance Monitoring of the advisors
- Holistic Advice on your Overall Portfolio
- Performance Monitoring of all your Advisors
- Direct supervision by Head of Advisory on your Portfolio
- Due Diligence Reports on any investment
- Access to Institutional Research
- Direct interactions & concalls with Market Experts
- Consolidated audited tax statement across advisors for ease in tax liablity computation on the investment portfolio
Estate Planning Solutions
- Trust & Succession planning solution for efficient transfer & management of your wealth across generations
- Overall Portfolio Statergy & Overview by Head of Advisory
- Preferential participation opportunity on unique & limited ideas / strategies
- Access to direct interaction with Fund Managers and Market Experts
- Special Pricing on Legal, Tax and other Value Added Services
To know more, do get in touch with your Relationship Manager / Portfolio Counselor or SMS ACTIVE at 58888. Alternatively, you can mail us at firstname.lastname@example.org or call us on our Toll Free number 1800 102 6898.