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DeGroup - Wealth Management
Preserve your Wealth
Like we have said it before, the easiest way to make money is not to lose it in the first place. One of our major wealth management goal is to maintain your existing asset value and protect it.
Tax-efficient investing plays an important role in a well-thought-out plan for two good reasons: They have the potential to reduce your tax burden and increase your after-tax returns. While we do not provide tax advice, we can help you manage the tax consequences of your financial decisions.
We at DeConseil, help you carefully evaluate the right investment plan so that you can take advantage access to global options to make the right investment decisions.
Grow your Wealth
For you, investing is more than a performance chart. It's a measure of your ability to care for you and your family's needs and pursue your financial goals. It's that personal. So your investment plan should be tailored accordingly.
We have a comprehensive range of investment options from individual stocks and bonds to investment funds and alternative investments including property, commodities and hedge funds.
DeConseil has extensive representations with global Investment avenues to help customers leverage on the various structures and make their investments more sustainable and profitable.
Create your Wealth
Our core purpose alongside protecting your wealth is to create, build and manage your wealth. Based on your individual situation, we design your portfolio to take care of your growing financial needs and support your hope for a future with financial freedom. Money grows when put in the right place, but when put for the right reason in the right place, you grow with it.
DeConseil works very closely with each client in ensuring a smooth and result oriented wealth management practice.
Enhance your Wealth
Building and managing a successful portfolio requires a range of resources, including insights into markets locally and internationally, asset allocation and a broad array of investment choices. With our research capabilities and our well spread global network, DeConseil intends to do just that.
Our experience and expertise will help you plan for the future and put your wealth to work for you rather you working for your wealth. Obviously, you want to invest your hard earned wealth, only to secure your future and making your wealth work for you.
Pass your Wealth
A legacy/succession plan can help you enjoy the benefits of your success today, while providing for others in the future. Putting a plan in place, however, can be a challenge. An estate plan can help you enjoy the benefits of your success today, while providing for others in the future.
The first step is to ask and answer tough questions, including:
Can I reduce any inheritance tax liability? What is my legacy's potential tax liability and how will I fund it to avoid burdening your heirs? How do I ensure my legacy is valued appropriately?
DeConseil can help complex decisions like: identifying strategies for efficiently managing your wealth, reducing any potential liability, valuation of investment assets, identifying sources of liquidity to help pay taxes etc.
Managing a small fortune and protecting it, is not a small job. The easiest way to make money is not to lose it in the first place. We have said this before, we do not believe in one-idea-fits-all concepts. Each individual client has different needs, so underpinning our investment expertise is a highly personalized service with our client-first attitude.
Our vast network helps in providing you with access to a vast spectrum of global investment avenues. By utilising our intellectual capital we are able to address clients’ most pressing strategic, financial and investment needs.
We partner with you through life cycles by offering our advice and services. Our focus remains on the Long Term Growth combined with increasing incremental 'Return on Capital Employed'. This helps us in capitalising on the upturns and beating the downturns in each life cycles.
The past couple of years have challenged traditional thinking about investing and asset allocation, diversification, and correlation. For individual investors, risk tolerances have been tested, investment assumptions have been overturned, and fundamental truisms have been questioned. This state of affairs poses a dilemma for wealth managers, who, for a generation, have adhered to the core principles of asset allocation and earned their keep by preaching the mantras of 'buy and hold', 'invest for the long term', and when things get tough, 'stay the course'.
Our aim remains to preserve and protect your wealth in failing market conditions, and to maximize your returns on a risk-adjusted basis in the rising markets. Successful investing requires disciplined and systematic approach and innovative thinking to help navigate through the increasing complex global financial markets, obviously combined with super-specialized expertise.
Our Wealth Management Model
DeValues:
Integrity | Realistic and
Practical | Passion AND Commitment | Result-oriented
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DeGroup
Our Group MD & CEO, Mr. Gaurav Shah was invited to speak at the Bangalore HR Summit 2008 on the Role of HR in building Strategic Business Leadership
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