Find an advisor
Vijay Victoria +91 93427-16935
Monica Victoria +91 93427-16935
Harsha Varman +91 947-16935
Vijay Victoria +91 93427-16935
Monica Victoria +91 93427-16935
Harsha Varman +91 947-16935
We help you identify your financial goals, prioritize them and help you to understand the various financial products that can help you to achieve your financial goals.
Individuals often fall prey to the words and promises of the so called “Financial Advisors” who are not even registered with any regulator such as SEBI, IRDAI or RBI. They lure the individuals to invest their hard-earned money into unregulated schemes that comes to the notice of the regulators only after hearing the cries of losses by those individuals who fall prey to them.
There are many instances that even the regulated financial advisors who offers financial products don’t do proper risk profiling of their clients before selling their financial products as they are concerned only with achieving their sales targets.
Jaspar is your ethical partner. Your interest comes before our own interest. We uphold us to the highest ethical standard as we subscribe to the Code of Ethics and Standard of Professional Conduct as envisaged by CFA Institute, USA.
We have also made our services more affordable and accessible, so that you get a fair chance to do your financial planning, understand about the suitable cost-effective financial products that helps you to achieve your goal.
We specialise in providing customized investment solutions to individuals, families, and institutions. Our team of experienced financial advisors and investment professionals work closely with you to understand your unique financial situation, goals, and risk tolerance.
We understand that trust and transparency are important to our clients, which is why we are committed to open communication and providing regular updates on the performance of their portfolios.
If you are looking for a wealth management firm that prioritizes personalized service and a strong commitment to achieving your financial goals, please contact us to schedule a consultation.
Open, transparent, and client-focused communication.
Forward-looking vission with grounded practice for best client satisfaction.
Experienced industry-veterans, with immaculate advice and a friendly smile!
We connect with the executive officers and the employee engagement divisions of corporates to conduct investor awareness programs that includes tax consulting and retirement advisory services.
We help you to do your own financial planning. It is a six-step process that includes:
1. Gathering important information
2. Establish Goals and Objectives
3. Evaluate Current Situation
4. Develop Comprehensive Plan
5. Implement Plan and
6. Periodic Ongoing Review
In this information era, you may be interested in planning your own finance instead of depending on an Investment Advisor who does all these job for you. Our team of experts does a fabulous job in coaching you to do your own financial planning. Our Wealth Manager assigned to you tracks your feedback meticulously and intervene appropriately to ensure your financial plan is put in place promptly.
Investment awareness programs are run through live webinars where prospective investors can interact with our Wealth Managers who conducts the Investment Awareness sessions.
We do not charge our clients for the Wealth Management Services such as financial planning, insurance planning, tax consulting, investment planning, debt counselling, and retirement planning. Our team of experts does a meticulous job to ensure that you put all these process in place before execution. Here you take the driver’s seat while allowing Jaspar to execute these plans under the regular schemes. The succession planning and Business Consulting are charged separately.
Tired of financial coaching? Do you want someone to handle your investments without your intervention? We can have you assigned to a SEBI registered Investment Advisor. They typically charge Investment Advisory Fee, which is a tad higher than the trailing commission earned by the Wealth Management Services. However the execution is done through direct schemes, which typically has NAV which is a tad lesser than the regular scheme – just the impact of the trailing commission paid under regular scheme.
Our approach to wealth management is tailored to each individual client, taking into account their unique financial situation, goals, and risk tolerance.
The investment strategy is to meet your unique needs and goals. Accordingly, your investment portfolios are tailored to meet all your stated goals. Each of your goals are backed up by a unique investment portfolio.
As the conditions of the market changes, it pose some unique opportunities that can be capitalized to earn extra return. These opportunities instigate more lavish investing to enhance your wealth. Jaspar keeps you informed about the outlook of such opportunities.
Changes in market conditions may require some deviation from the Strategic Investment Allocation. Dynamic approach capitalizes such changing scenario. A tactical allocation may be done until the condition reverts back to status quo. Sometimes the strategy itself may be changed as client’s financial condition evolves.
Global diversification is an investment strategy that involves spreading investments across different regions and countries in order to reduce overall portfolio risk.
Jaspar Wealth Management – Building and preserving wealth for our clients through personalized and expert financial guidance.
Copyright © 2024 jaspar All Rights Reserved | Designed By RepuNEXT