|
|
 |
Unitis
& You
|
|
OUR
BUSINESS
PROPOSITION
The
wealth
management
proposition
comprises
a
range
of
products
and
services.
Besides
Equities
&
Mutual
Fund,
this
includes
Derivatives,
Commodities,
etc.,
while
opportunities
in
alternative
asset
classes
like
Private
Equity,
Venture
Capital
funds
with
Real
Estate
or
Art
as
the
underlying
are
watched
closely.
Trust
services
like
Taxation,
Trust
service
and
Estate
planning
would
give
an
extra
edge
to
the
client
in
achieving
his
objectives
of
wealth
enhancement
within
the
framework
of
prevailing
laws.
These
assets
will
be
managed
dynamically
in
the
context
of
fast
moving
financial
markets.
Investment
analytics for risk
takers now allow wealthy
investors to mange
their risk
|
|
Unitis-We
Lead,
Because
We
Follow
The
Structures
Path
|
|
better. They
do so by diversifying their
investment in various financial
instruments and consequently
reaping its benefits.
We
at
Unitis
tower
believe
that
a
client
relationship
is
not
just
a
question
of
investment
logistics
but
it
involves
a
careful
evaluation
of
individual
goals
and
fulfillment
of
long
term
needs.
At
Unitis
Tower,
we
believe
that
the
client
relationship
is
a
continuing
and
cannot
be
a
one
off
deal.
The
changing
face
of
the
customer
indicates
challenges,
with
customers
becoming
more
demanding
with
increasingly
diverse
requirements.
|
Our
clients can expect
the following from
us:
» Value
for money
» Transparency
of access
» Speed
» Reliability
» Higher
expectation of returns
Building
a
strong
personal
relationship
between
the
client
and
the
wealth
advisor
for
superior
service
and
returns
is
the
core
of
the
Unitis
Tower
wealth
generation
philosophy.
|
Unitis
-
We
Lead,
Because
We
Follow
The
Structured
Path
|
|
Unitis
Tower
is
truly
customer
centric
in
its
relationship.
Backed
by
CRM
capability
and
infrastructure,
it
strive
to
meet
the
customer’s
demands
and
expectations
on
a
pro-active
basis.
|
UNITIS
&
YOU
Unitis
Tower
caters
to High
Net worth
Individuals,
the Blue
Chip Investor.
The basic
cost structures
of the
wealth
advisory
services,
keeping
in view
the complex
needs,
and the
value
of liquid
assets
of such
clients
necessitates
a minimum
asset
threshold
for wealth
management
services.
The
days
of
permanent
occupation
for
life
and
cradle-to-grave
security
are
over
and
done
with.
Today
each
individual
needs
to
look
at
creation,
preservation
and
enhancement
of
wealth
through
time
tested
investment
risk
management.
This
has
become
an
alternative
source
of
viable
and
sustainable
income
for
an
individual
for
a
period
of
a
lifetime.
|
|
Gaining
a new perspective
requires a fresh
rethink
on the existing
ways
of doing
business.
This requires vision
and foresight,
and Unitis Tower
has in
it to deliver
in these
challenging circumstances
thereby
protecting the client
requirements.The
investor
needs
to be
very clear
on the
investment
horizon
arriving
at the
desired
portfolio
mix after
consultation
with the
wealth
advisors.
It is
important
for investment
to be
classified
as short,
medium
and long-term
keeping
in view
the liquidity
requirements
and the
term keeping
in view
the liquidity
requirements
and the
risk-return
profile
of the
client.
In this
time frame,
Unitis
Tower
will be
in a position
to help
you in
taking
a call
on the
desired
risk adjusted
returns
for each
of these
periods
under
consideration.
The
investment
risk process
is intended
to form
the basis
for a
discussion
between
the Client
&
Unitis
Tower
for structuring
an appropriate
investment
plan.
|
There
is
a
fine
and
delicate
balance
between
risk
and
return,
profitability
and
liquidity
and
we
at
Unitis
Tower
help
the
customer
in
understanding
these
nuances.
A
proper
composition
of
the
portfolio
is
indeed
striking
that
right
balance.
After
careful
evaluation
of
the
funds
available,
the
investment
strategy
is
customized
to
the
client’s
investment goals.
This can
have an
allocation to
instrument for
wealth |
Investment
Risks?
Not
Anymore
|
|
preservation
(debt
based),
or to
investments
with
a relatively
higher
risk
return
profile
(equity
based),
or a
judicious
mix of
various
financial
instruments
to give
the
desired
outcome.
Managing
the portfolio
based
on these
parameters
is more
a matter
of routine
rather
than an
exception
for us
at Unitis
Tower. |
|
|
|
|
|
