Risk Assessment – As a first step we understand the Financial goals of our investor, risk appetite and the life cycle profile to ascertain whether a conservative, moderate or an aggressive investment strategy ought to be deployed.
Asset Allocation – Our Wealth Managers then develop a unique asset -allocation strategy . They formulate a tactical approach for both the long term and the short terrm investmment.
Review our Strategy- As an when Market Fluctuates abnormally in a short term we Scrutnize and suggest new investmment strategies according to the situation
KCC Wealth Management is the wealth management arm of the KCC Group. KCC Wealth Management has gathered unrivalled expertise in providing top notch service delivery along with cutting edge investment planning.
EQUITY AND MUTUAL FUND
Under this service we analyse your current equity or mutual fund portfolio and streamline them with your current financial goals and risk appetite.
This includes us helping you with making an apt portfolio keeping your financial goals in mind. All aspects of financial planning are implemented which includes investing.
KCC Wealth Management assists you with your direct equity investment decisions. We Provide recommendations of best performing stocks and help you make informed decisions in order to build a healthy equity portfolio.
i just wish i had found KCC wealth management earlier. I know i have more than enough money to really enjoy my retirement
Finding a financial advisor open to creating an ethical portfolio with thoughtful analysis, supportive commitment and good results has been very reassuring.
Shubham Kalra,Business Man
KCC wealth Management has helped me fetch a good return for past many years. I am happy to have KCC Wealth Management as my Financial Advisor
Daksh Madaan,Chartered Accountant
I have invested in Mutual funds with the help of KCC wealth management and i was happily surprised when they asked me about my Financial goals and then recommended mutual fund schemes according to my Financial needs. I never saw any other Mutual Fund distributor doing it before. I must say they are THE BEST.