Private Wealth Management
Available across Mumbai
Pricing Guide
Comprehensive Financial Roadmap
Strategic Deliverables
- Investment Policy Statement (IPS): Creation of a written financial rulebook defining risk tolerance, time horizons, and asset allocation rules.
- Goal Mapping: Mathematical projections for milestones like education and retirement factoring in inflation and current savings.
- Portfolio Audit: Analysis of current mutual funds and stocks to identify underperformance, overlap, and junk holdings.
Risk & Tax Optimization
- Tax Review: Analysis of investments to minimize tax leakage and optimize withdrawal strategies.
- Insurance Check: Review of life and health insurance coverage to identify gaps or redundancies.
Consultation
- Expert Access: 2 to 3 detailed sessions with a Certified Financial Planner.
- Action Plan: Step-by-step guide on where to invest new money and how to restructure existing assets.
Discretionary Portfolio Management (PMS)
Investment Execution
- Discretionary Management: The investment team makes all buy and sell decisions based on proprietary models like AlphaBots or Supervalue.
- Strategy Allocation: Placement into specific buckets like India Underserved or Flexicap based on risk profile.
- Active Rebalancing: Continuous monitoring using RH Risk Radar to exit red flag stocks and enter undervalued opportunities.
Operations & Access
- Dedicated Support: Assignment of a Relationship Manager for all service and operational queries.
- Back Office Handling: Management of demat accounts, corporate actions like dividends, and tax statement generation.
- Transparency: Monthly statements detailing holdings, transactions, fees charged, and performance versus benchmarks.
About Private Wealth Management
Why I Do What I Do
Most folks I meet feel their investments are all over the place. I believe you deserve a plan, not just random buys and sells. For me, it’s about making sure every rupee you put in is actually working towards something real - your dreams, your family, your peace of mind.
How I Work
- I don’t just look at numbers. My approach is all about 360° financial planning. That means thinking about what you want out of life, not just the markets.
- Protecting what you’ve built matters to me as much as growing it. I always keep an eye on inflation and those market u-turns everyone dreads.
- Honestly, market noise can mess with your head. I’m big on discipline so you don't fall for short-term fads.
What You Get
- Goal-based financial planning: Whether it’s a new house, your kid’s future, or a chilled-out retirement, every investment is mapped to a goal.
- Personalized investment strategy: No generic portfolios here. Your risk appetite, time frame, and personal story shape everything.
- Boutique portfolio management services (PMS): For folks wanting that extra edge, my proprietary RH Structured Investment Process goes beyond the basics.
- Tax-efficient portfolio management: I make sure your plan isn’t just about returns, but also about keeping more of what you earn.
- Help with retirement and multi-generational wealth transfer, so your legacy’s secure.
Who I Mostly Work With
- HNWIs, families, entrepreneurs, doctors, working women, and NRIs who truly want structure and sense in their money game.
What Actually Matters
You might see numbers like 13.4% CAGR out there, but what matters more is sleeping easy, knowing you’ve got a plan and someone who actually cares about your future.
Meet your Expert
Right Horizons Wealth
13 connects in last 3 months
My Story
We’re Right Horizons, not your typical finance folks. We started out tired of seeing people stressed out by random market advice, so we built this place to actually listen and guide. Our team’s a mix of money nerds and real people—think expert webinars, but also chai breaks and potluck lunches. For us, it’s about sharing—ideas, wins, and honest plans—so your dreams and your money finally get on the same page.
My Work
All-in-one financial services - We cover personalized investment advisory, NRI wealth management, retirement and tax planning, strategic ESOP guidance, and PMS.
Plans made for you - No cookie-cutter stuff. We get your goals and build a plan that actually fits your life, not just your numbers.
Expert advice, always - Our team shares weekly bulletins, webinars, and one-on-ones—helping you handle market swings without panic.
Full-picture money help - From budgeting and debt to growing and protecting your wealth, we’re with you for every step, not just the fancy investment bits.
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