An estate comprises of different assets spread across numerous products. Managing it involves high stake decisions and keeping a vigilant eye on the ever-changing financial, economic and regulatory landscape. All of this sum up to an anxious roller coaster ride for the investor. Clients with a managed wealth of upwards of 5 million USD would, at large, vouch for this and generally require more than just a wealth manager for their financial management needs! They require a personal “CFO”!
At Accrue Finvisor, we believe one standardized wealth strategy does not suit all. We operate like a Family’s personal CFO, we preserve and grow the wealth and help in the smooth inter-generational transfer of the same.
We offer a comprehensive solution to all the investment related needs under one roof through our research-based and technologically enhanced advisory. However, we do not manufacture any products in-house in order to ensure zero conflict of interest and maintain a truly client-centric approach.
We understand it is emotionally tough for investors to invest money in a rapidly changing financial world. We, thus, make sure to spend time and effort for upgrading the financial knowledge of the family.