RPW Select

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.

Consolidated Reporting

  • Aggregated reporting on assets, across advisors & family accounts at an entity level
  • Birds eye view of Overall Allocation & Performance Monitoring of the advisors

Advisory

  • Holistic Advice on your Overall Portfolio
  • Performance Monitoring of all your Advisors
  • Direct supervision by Head of Advisory on your Portfolio

Research

  • Due Diligence Reports on any investment
  • Access to Institutional Research
  • Direct interactions & concalls with Market Experts

Tax Solution

  • 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

Priority Services

  • 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 rpwselect@religare.com or call us on our Toll Free number 1800 102 6898.

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