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Private Wealth Management

Why are
we different?

transparency relatioship Unbiased Sustainable Team

Right Horizons scores over traditional banks & institutions by being 100% client centric and following a process that is easy-to-understand and transparent at every step.

Our interests are wholly aligned to your financial objectives. All advice and recommendations are scanned to meet our core philosophy - TRUST.

We work towards protecting, growing and managing your wealth efficiently and transferring it safely to the next generation. Our strategies and structures are established to align with these 4 pillars.

Why are we different?

Looking out
for you, exclusively

Right Horizons follows a no-compromise, knowledge-driven and rigorous approach to wealth advisory. You are assured of receiving the best advice with no conflict of interests.

Product and institution agnostic

Product and institution agnostic

Unlike many firms, we are not distribution biased with your financial profile in mind, we use our in-house, risk-adjusted metrics to shortlist products and asset classes that deliver better returns while managing risks.

The people effect

The people effect

Our operations are led by an expert team of highly qualified professionals like CFAs, CFPs and IIT graduates. More importantly, our culture encourages complete transparency, client centricity and ethical practices.

Prudent choices

Prudent choices

We identify the best investment options at optimal prices that also offer superior tax benefits to our clients.

Single window operation

Single window operation

Our extensive network includes best-in-class legal advisors, real estate consultants and finance professionals, enabling us to deliver all wealth related services through a single window.

Reputed investment advisory

Reputed investment advisory

Right Horizons has a strong and reputed investment arm that manages and distributes top-performing PMS products. Our investment strategies are formulated after meticulous research. We focus on better risk management for sustained returns over and above inflation.

We work with you

Our wealth advisory offerings are completely bespoke. We give you a suite of suggestions after we understand your requirements through a four-step process

Fact Finding
Fact Finding

Our comprehensive questionnaires help us get a thorough understanding of your financial profile and needs. We follow this with in-depth discussions as well.

Options & recommendations
Options & recommendations

We deliver written recommendations and start an interactive dialogue to decide implementation strategies and next steps.

Evaluation & Interpretation
Evaluation & Interpretation

Our team of analysts work on the information to develop a roadmap for your current and future goals, assets and investments.

Roadmap
Roadmap

Work with a concrete roadmap, that is continuously revised, evaluated and adapted as requirements evolve.

One step
beyond


Ensuring your legacy
We help your children become successful caretakers of your legacy, by helping them prepare for managing wealth & inherited enterprises. Right Horizons has created the tools, networks and resources for this, through our client network and in-house experience.

Supporting you
We support self-directed investors offering world-class resources like education programmes, peer networking, benchmark studies and a direct investing network.

AUM

INR 3000+
Crores of AUM

Employee

85+
Employees

Branches

7 Branches
across Global

Business

21+ Years
in business

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