Financial Advocacy at Every Stage
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Each individual and families have different backgrounds, professions, and life stages. But, they have a few things in common:
- They expect a higher standard of wealth management.
- They’re focused on achieving results that will help them meet their unique financial life goals.
- They seek a personal trusted advocate who will spend the time to understand their goals and values, always take the long view, and act as a conscientious steward of their hard-earned assets.
No matter if you are focused on building your career, managing the complexities of work and family, or have reached financial independence, WCC can be your advocate, advisor, and long-term partner. While every person, couple, or family has distinct experiences, plans, goals, challenges, and opportunities, the majority of our clients are living within one of these three stages – and the WealthCube Capital Team is right there beside them, helping to navigate everything life throws their way.
Holistic Approach
Our investment approach begins first with your goals and personal risk tolerance. You will no longer need to try to make sense of different pieces of advice from various sources and will instead benefit from a single, unified approach that brings together a variety of solutions in a way that always takes your own unique needs into consideration.
Investment Ideas & Product Suite
The second most critical decision behind investment success after determining the risk appetite of a client which is arrived at on the basis of a scientific methodology is a comprehensive manager selection process designed in-house. As an Independent Wealth Management Firm we our able to source the best investment managers and ideas for our private clients.
Execution & Investment Performance Monitoring
Once the investment mandates and benchmarks have been defined, this is followed thoroughly and tactical asset allocation is complied with. A robust reporting system helps us track performance based on the state of the art and accurate performance measurement techniques. This allows a client to compare the performance of their investments in a uniform manner.
Adjust Portfolios Systematically
Lastly, we implement regular re-balancing to readjust portfolios to the recommended percentages. Can be done annually or semi-annually. Our unparalleled Client Solutions utilize leading technologies allowing us to stay connected and help our clients manage the various aspects of their finances.
Here’s How It Works
Initial Discussion
We give you more clarity on how exactly we can help you and understand you and your financial goals better.
Plan Formulation
We assimilate the information provided by you through a data collection docket to create a personalised financial plan.
Plan Presentation
We give you a detailed explanation of your plan and answer any queries or doubts you may have.
Implementation
Implementing the plan and making adjustments and changes as and when necessary.
Maintenance & Review
We monitor your portfolio and provide insightful monthly, quarterly, and annual reports about the things that really matter.
Designing an optimal investment strategy to help manage your wealth.