Introduction

The Right Partners makes a world of a difference to Wealth Management. It is an exclusive advisory service for High Net-worth Individuals and Family Offices who deserve high level of personal attention and execution expertise in managing their wealth. Client confidentiality is the backbone of our success.

We provide a world of exclusive opportunities to grow our clients wealth through our Open Architecture model i.e. either through our proprietary products or third party manufacturers.

Founded on the principle of constant innovation , we have the expertise as well as the experience and perspective earned over generations of managing wealth. In other words, we are well equipped to address our client’s complex wealth planning challenges and help them benefit from the industry's most promising new ideas. We look after the financial needs of high net-worth individuals, like you, who wish to focus on the capital markets.

How do we do it? We seek to understand your personal goals and work meticulously towards translating them into long-term asset allocation plans.

Our Approach

At The Right Partners, we believe managing wealth is more than just business. Our Wealth Management Services doesn’t just offer you products & services, we aim to offer you the Best Solutions for managing your wealth keeping in mind your personal financial goals. We provide un-biased and independent investment solutions through long-term Investment strategy, so that your investments are as successful as you.

Our approach is entrepreneurial and intensely client-oriented. It draws upon the full spectrum of our expertise in capital markets to uncover opportunities and to develop long-term asset allocation and investment solutions for you.

Our Aim is to create & optimise wealth for you today and help you take it to the future.

Our Process

We understand your financial goals
Our investment process starts with understanding you - your background, investment objectives, risk tolerance and existing investment pattern. A comprehensive risk-profiling exercise helps us in evaluating your risk appetite and understanding your investment objectives, which are kept in mind while building your portfolio.

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Investment Planning
Based on your investment goal, wealth requirements, investment horizon and risk profile, we construct a suitable asset allocation plan for you. During this exercise, we also evaluate and realign your existing investments as per the suggested asset allocation, in case required by you.

Portfolio Construction
From our wide range of investment avenues, we construct appropriate solutions to implement your investment plan and evolve a tailor-made portfolio for your specific requirements. This would involve execution of investments in debt, equity, structured products or alternative asset classes as per the suggested asset allocation.

Portfolio Maintenance
We monitor your investments and periodically suggest rebalancing in the portfolio for maintaining the asset allocation or aligning your portfolio to changes in macro-economic factors that might affect your investments.

Portfolio Review
As your investment preferences or financial goals change over a period of time, we review your portfolio periodically with you to discuss and implement any changes in asset allocation or portfolio strategy. All with a view to keeping your portfolio healthy at all times.

Asset Allocation

Asset Allocation is the cornerstone of our entire investment process. Once the financial objectives are laid, we define strategic and tactical asset-allocation.

We recommend a strategic asset-allocation, which is the long- term plan and defines a combination of various assets in varying proportions for the achievement of stated financial goal. While tactical allocation takes care of the rebalancing & market timing.

This, according to us, is a very powerful tool in objectively achieving the same. Strategic allocation is complemented by an overlaying tactical allocation strategy. Tactical allocation gives us a range to shift within/across asset classes, based on medium -term market trends and also capture some special opportunities which market may give time to time.