plutus capital simplifying INVESTMENTS

Transcription

1 simplifying INVESTMENTS

2 Investment slutin that wrks fr yu creating investment slutins that meet yur specific financial needs Plutus Capital serves as a trusted partner f individuals and families, prviding investment planning and management slutins based n a thrugh understanding f each client s situatin and gals. We take an bjective and practive apprach, bringing prven expertise t bear n every aspect f a client s wealth frm accumulatin and grwth thrugh preservatin and distributin. Persnalized slutins fr yur investment needs Our cmprehensive apprach is designed t create a plan that achieves yur near and lng-term gals, whether yu are seeking fundamental investment management t meet retirement needs, secure child s future, successin f business wnership, prvide care fr an aging family member, r are lking t establish a philanthrpic legacy that makes a difference in yur cmmunity.

3 FINANCIAL GOALS AND INVESTMENTS Yur financial gals and investments wuld typically fall in ne f the fur categries. CUSTOM SOLUTIONS We create slutins that meet yur specific financial gals. This requires a very careful effrt, up frnt, t make sure that we understand all yur financial gals and risks in as much detail as pssible. Shrt-term lifestyle. Typically cvers yur expected expenditures fr the next five years and wuld usually include shrt-term bnd investments. Lng-term lifestyle This cvers lifestyle-spending needs frm years six nwards and wuld usually include a cmbinatin f equity and medium term bnds. INVESTMENT MANAGEMENT We understand up frnt hw varius asset classes and strategies interact with yur gals We fcus n yur financial dreams REGULAR MONITORING It is imprtant t lk at hw markets have treated yur prtfli and determine whether the allcatin remains apprpriate r requires sme measure f rebalancing. Capital preservatin This cvers t meet gals that have at-least tenyear hrizn where the tlerance fr decline in prtfli values ver any perid in lw. Grwth These assets are designed t meet gals where the risk f a ptentially meaningful decline in value is perceived t be less imprtant than the chance being able t meet sme gal that are currently inaccessible given present asset levels.

4 Our investment slutins fr individuals SEBI cmpliant client fcused persnalized active management 24X7 access n lck-in perid Grwing yur investments, Peacefully OUR PROCESS As ur client, yu will benefit frm a cllabrative relatinship that addresses and anticipates yur needs. We will fllw a disciplined investment management prcess that prvides a structured apprach, while allwing fr custmizatin as yur situatin demands. Tgether, we define yur needs, gals, and risk prfile. We determine the apprpriate allcatin f assets t realize yur particular bjectives. We identify the specific investments that align with and supprt yur strategy. We assess perfrmance n a regular basis, making changes and refinements t yur prtfli and strategy, as needed.

5 PLAN The prcess centers n yu and a very careful effrt is made t understand all yur financial gals and risks. INVEST The prcess understands up frnt hw varius asset classes and strategies interact with yur gals. MANAGE The utcme is revisited at frequent intervals, usually yearly r at least bi-yearly. 37 Arjun Marg DLF Phase 1 Gurgan Haryana (+91)