Wealth Advisory

About Banner

Wishlist has instituted a process-based approach for meeting clients’ wealth management needs, keeping in view their specific investment objectives, time horizon and unique risk profiles.

Our services are focused on two specifics:

  • Creation of wealth
  • Preservation of wealth

We draw our resources from a range of savings & investment products. Two of these need special mention:

  • Mutual Funds – equity, debt, hybrid
  • Fixed-income Securities – bonds, fixed deposits

Clients can build and protect their wealth by choosing a combination of funds/fixed-income products in line with their risk appetite. We work with the best investment managers and assist each client by working out the most appropriate asset allocation strategy. The result is an accurate and well-defined portfolio of assets. We track its performance over time and recommend changes as and when necessary. Systematic Investment Plans (SIP) and Systematic Transfer Plans (STP), two key tools allowed by fund management companies, are among our major thrusts.