INVESTMENT
Our Services
Financial Planning
We begin by defining, identifying and prioritizing your goals and future plans. We help you quantify these goals, evaluate your current financial status and create a customized roadmap to achieve set goals. A thorough risk profiling will help you understand your ability to absorb risks. Through complete transparency and in-depth insight, we equip you with all the information needed to finalize your financial plan. We additionally help you assess your insurance needs and taxation benefits. Taking into account your income flow, risk appetite, existing investments and future goals, we follow the process of asset allocation, asset diversification and risk management.
Wealth Management
Managing your wealth and analyzing its progress is an ongoing process. We take over this time-consuming process giving you the freedom to do what you do best. Our experts keep track of the performance of your investments and keep you updated periodically. This ensures your investments stay on track to achieve your set goals. Managing your portfolio includes following up on your income flow, aligning it with dynamic goals, periodical portfolio health checkups, rebalancing and more. Our routine reviews ensure you are informed and up-to-date with alerts on future opportunities and recommended investments that benefit your portfolio.
NRI Investments
India’s growth story is unique. We pride ourselves in assisting NRI’s be a part of the opportunity of investments that flourishing India has to offer. Our clients reach out to us across the globe, from over 25 countries such as USA, Europe, Australia, South East Asia, Africa, Middle East, New Zealand, Singapore and more. Our offerings to NRI’s include account setup, wealth transfer and a range of repatriable Rupee and US Dollar investments. The opportunities for US Dollar investments ensure the investors’ money is hedged against currency risks. Our methodical asset allocation strategies ensure clients receive sustainable returns on investments.
Portfolio Management Services
True diversification is key to an individuals portfolio and it is essential to tread the line carefully of a concentrated portfolio versus an over-diversified portfolio ensuring your are neither taking undue risk and nor are you diluting your returns. For our NRI investors as well as Indians sending their children abroad, USD denominated investments will help mitigate currency volatility. Our investments follow a qualitative & quantitative approach with a low churn rate to maximise returns. For our equity based portfolio's we look to enter at good valuations and exit overvalued investments.
Family Office Services
Business management or estate planning, we are your confidants for all things financial. We assist businesses in tax computation, asset protection through insurance and much more. We assist business owners with insight that helps them capitalize on suitable financial opportunities, methods and means to better money management decisions and much more. We at Alphabet Investments are well-versed with the nuances of estate planning and its nitty-gritty’s. You can bank on us for our discretion and continued assistance. Our concierge service guarantees convenience in all our operations.
Risk Management & Estate Planning
India’s growth story is unique. We pride ourselves in assisting NRI’s be a part of the opportunity of investments that flourishing India has to offer. Our clients reach out to us across the globe, from over 25 countries such as USA, Europe, Australia, South East Asia, Africa, Middle East, New Zealand, Singapore and more. Our offerings to NRI’s include account setup, wealth transfer and a range of repatriable Rupee and US Dollar investments. The opportunities for US Dollar investments ensure the investors’ money is hedged against currency risks. Our methodical asset allocation strategies ensure clients receive sustainable returns on investments.