Mentor Wealth Presentation

Mentor Wealth Presentation
- Mentor
16 Aug, 2017 Uploaded by: Mentor Wealth
936 Views 0 Comments 1 Likes
Presentation Script

Mentor Wealth Consultants Private Limited (Mentor Wealth) is a financial services company with a pan India accessibility. It is an off-shoot of its predecessor, M/s Mentor Capital Care, a proprietorship concern, which had been providing similar services for over 10 years, to the satisfaction of its clients. Mentor Wealth offers a wide array of products and services, including integrated Financial planning, Asset management, Wealth management, Broking services and Insurance. Mentor Wealth serves over a thousand clients, including corporate and institutions, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized financial planning and investment management solutions to Individuals as well as Institutions. “Maximizing Wealth” is the first and foremost motive of the Company. Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual/institutional clients, understand their profile, needs and concerns, build customized financial plans – design tailor made investment portfolios and offer a comprehensive selection of investment alternatives that will suit their financial goals. Mentor Wealth through its association with reputed service providers offers easy online management & access to its clients’ investments and portfolios. This facility enables our clients keep regular track of their valuations and reports.

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