Managing wealth is a tough task. Let us make it easy for you.
Wealth Management Services focuses on the managing portfolio of high-net-worth clients to track, consolidation , manage taxation and dash boards as per their customized need and give over all advisory.
You have meaningful goals. Our Financial Advisors can help you reach them. Wealth Management service has a Three-pronged approach.
Our first and main objective is to ensure there is no capital erosion of the invested funds. In simple words protect your wealth.
Growth of Wealth
Our second objective is to ensure the base capital is constantly growing to provide a stronger base for the invested funds either through re-investment of returns or growth in value of Investments.
Income on Wealth
Our third and final focus for the invested funds would be to ensure the funds provide a regular stream of income, either for reinvestment of for client consumption.
"Ever since introduction Right Horizons have been managing and guiding my portfolio with care. Effective communication, knowledged decisions and suggestion have been the best practices followed for customer satisfaction and trust. Wish the Right Horizon team all success and continue their support for all range of investors.."
Dr. Sanjib Banerjee
"I have been associated with Right horizones since 2013. I was impressed by their concept and dedication to serve their customers. They provide right advice and help to maximise the returns. Also provide all support to the customer. I think they are one of the best financial service provider."
"I am happy being a customer of Right Horizons because without Right Horizons I don't think we would have thought of regular investment (wealth creation)- max we would have put in FDs if there are any lump sum amount. Also we have full trust in Anil and Rachna and are sure what ever they recommend/suggest is for our good at any point of time. Anil and Rachna's decision always has the customer intheir mind and taken tough decisions to benefit the customer at their own cost which no other company will do. Hats off to both of them."
“I have been in the US for over 7 years and worked with the best of brands. My association with Right Horizons has made me feel that I am in safer hands. They make my money work for me. I would like to wish Right Horizons and Anil a great year ahead.”
Srinivas Gandhi, Sr Consultant
Right Horizons stands by their tagline "Guiding you in achieving your goals". It helped me in bringing discipline in my investments, systematic approach in financial planning and help me understand the market dynamics. I feel my investment is in safe hands.
"I am associated with Anil Rego and Right Horizons since 2004. In the 14 yr association, I have received excellent advise on investments and portfolio management from the very committed team at Right Horizons."
"I have been associated with RH since 2007. With the association, I gained insights about financial products available in the market. Earning money is one part of life , how to use that money efficiently is very crucial. Right horizons will nurture to create savings pot and build the portfolio slowly and steadily to reach financial goal. Very happy to associate with RH."
"I have been a Right horizon customer for 6 plus years … The best thing I like about them is no coercing into buying new plans . Also the USP is decluttered & simple to understand portfolio reports ! Rohit is doing a phenomenal job."
Let’s discuss your unique financial goals. Schedule an appointment with our Relationship Manager