left
  divider divider divider divider divider divider divider divider divider  
right
CA in Delhi
An ISO 9001 : 2008 Certified Company
 
Bookmark and Share

Sunday, September 23, 2018

left
  divider divider divider divider divider divider divider divider divider divider divider  
right
empty row
top left corner white cell top right corner
white
services overview
empty cell
white cell
bottom left corner white cell bottom right corner
 
  latest news heading 12 Jul, 2014 E-filing facility for tax returns suspended Amendment in Tax Audit report Form 3CD E-filing .....  
quick menu
gradient   updates Located in the southern peninsula of the Asian continent, India is the seventh largest and second most populous country ...
 
 
 
 
corner back corner
services
XBRL Data Conversion Services
Value Added Tax (VAT)
SSI Registration Services
Outsourcing Services
Virtual Office Facility
Deed, Agreement & MoU drafting
Income Tax Services
TIN Facilitation Services
Insurance Consultancy
 
corner corner corner
box shadow
corner back corner
services overview
empty cell
Business set up in India
Entry Strategy
Growth Strategy
Diversification Strategy
Internal Audits
Management Audits
Sox Audits & Clause 49
Due diligence audit
Service Tax Procedure & Refund
Service Tax Registration
Central Excise Consultancy
Central Excise Registration
Deemed Exports
DGFT Consultancy
Duty Exemption Scheme
EPCG Export Promotion Capital Goods
Foreign Trade Consultants
Import Duty Calculator
Import Export Registration
Project Imports
Promotional Measures for Exports
Registration for Import/Export
Special Addition Duty
Copyright Services
Design Registration
Intellectual Property Right Services
Patents Registration
Trade Mark Registration
Bank Guarantee Advisory
CIBIL Report
External Commercial Borrowing Advisory Services
Finance Project Report Service
Lease Rental Discounting Consulting Services
Letter of Credit Consulting Services
Loan Against Property Mortgage Consultancy Services
Private Equity Funding Advisory
Project Finance Services
Trade Finance Advisory Services
Unsecured Business Loan
Working Capital Financing Advisory Services
LLP Consulting Services
LLP Registration Services
Amalgamation Services
Business Process Re-Engineering
Due Diligence
Financial Structuring & Restructuring
Joint Venture Consultancy
Mergers and Acquisition Advisory
Company Registration Service
Company Secretarial Retainership Service
Legal Compliance Audit
Ready-made (Shelf) Company Service
Foreign Exchange Management Act Value Added Tax (VAT) SSI Registration Services Unit in SEZ/ STPI Transfer Pricing Outsourcing Services Virtual Office Facility Deed, Agreement & MoU drafting Accounting & Controlling
Asset Utilization & Technology
Continuous Improvement
Knowledge Management
Lean Management
Maintenence
Management
Manufacturing
Marketing & Sales
Organization
Performance Management
Planning
Purchasing
R&D and New Technology
Relation Management
Shared Service Center
Single Business Entity
Supply Chain
Turnover
Project & Working Capital Financing
Management Information System
Business Process Re-engineering
Service Tax
International Taxation
Income Tax
12A Registration of NGO
35(1)(II) & 35(1)(III) Registration
35AC Registration
80G Registration
FCRA Registration
NGO Registration in India
empty cell
corner corner corner
box shadow
corner back corner
login
empty cell
white back
   
Email  
  Password  
   
Register   |  Forget Password
empty cell
corner corner corner
box shadow
corner back corner
services overview
empty cell
*Name:
*Email:
Mobile:
Message:
Enter the code shown
Enter the code shown
  
empty cell
corner corner corner
box shadow
 
Wealth Management
 
Wealth Management Consultant Services
Wealth management consultants are financial specialists who are geared towards wealth creation in order to meet immediate or future financial goals through careful strategic planning. Wealth management is all about one on one planning. Each plan is individually tailored to individual’s needs and goals but also find ways to reduce the impact to the individual’s bottom line via tax reduction, putting into place retirement tools, protection of an individual’s belongings and property. While achieving individual’s financial goals the portfolio’s exposure to risk should also be considered in order to ensure that in the long run the wealth is ensured and protected.
When seeking out wealth management consultants one has to ensure through careful research if the consultant possesses all the knowledge and experience that you seek in an individual who will be taking care of your hard earned money. Reference is the best way to make sure what kind of experiences customers have had with the firm. References will be able to discuss how easy it was to work with the firm, how much knowledge was demonstrated, the personalities of those involved and how hard the consultants worked to satisfy the client. Performing this due diligence will provide an added peace of mind. Clients have different needs such as investing money which has been earned through working hard for several companies over several years, efficient tax planning so that you pay the least amount of income tax possible, preparing for retirement with a monthly income good enough to maintain your current life style, etc. The right wealth management consultant will help you achieve all your needs and goals in a set time frame so that you can concentrate on life and not money. But prudence should be demonstrated by clients utilizing wealth management consultants as a wealth manager knows a lot about your personal finances that others even close to you may not know. In such a case trust becomes a key factor. It’s only when there is trust between a client and a wealth manager that the best results can be derived.
The first step would be to arrive at an investment strategy keeping objectives in mind, risk profile, current mix of investments, etc. Our style of investment is contrarian which would involve booking profits when the risk return equation turns negative and to invest when the equation turns positive.
The approach looks at delivering long term returns and is not meant to churn too often. Our objective is to be able to provide one of the widest ranges of investment options all under one roof and to realign them at appropriate points. Our research team has helped us take timely calls to capitalise or protect customers’ portfolio. Our technology platform will help us monitor and provide you with timely reports. But most importantly you can always trust us because in your prosperity lies our success.
WEALTH MANAGEMENT SOLUTIONS
Our wealth management solutions are aimed to provide a holistic view of every need and financial goal of the client. The effort includes wealth planning, investment, and financial management needs of individuals, families, family offices, or corporate. Our style of investment is contrarian whom we believe is synonymous with buy low, sell high principle. We have relationships with across multiple avenues and within each avenue we have multiple tie-ups, thereby providing the ability to deliver unbiased and cutting edge advice.
Optimization of returns requires appropriate asset allocation and conducting debt-equity fitment at right opportunities, this may be achieved only by the required expertise across market cycles.
Alignment of investments with financial goals, hedging of life / health risk appropriately and efficient tax planning are integral / pivotal part of providing complete wealth solutions to our esteemed HNWIs.
The right mix of investments across various time horizons is detrimental to provide for short – medium – long term goals. We intend to position the portfolio such that, it provides optimal risk – adjusted returns over the long run and at the same time meeting any intermediate financial goals and also taking care of any liquidity / contingent needs.
We have a team of professionals with the relevant knowledge /expertise to design and monitor the portfolio to take relevant actions and enhance the returns at appropriate risk levels.
Wealth Review and Investment Strategy services at Rajput Consultancy Services pvt Ltd, Wealth consist of a comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile.
Our wealth advisors suggest optimal re-allocation of your portfolio to address your current objectives as well as to benefit from new opportunities when they arise.
WHO IS THIS SUITABLE FOR?
bullet Investors looking for a wide array of investment options and product-neutral advice
bullet Investors looking for a wide array of investment options and product-neutral advice
bullet Investors with large portfolios and who are looking to continuously diversify their wealth across asset classes
bullet Investors looking to make use of specific opportunities to maximize risk adjusted returns on their assets.
What Rajput Consultancy Services Private Limited Offers
 
corner back corner
corner corner corner
box shadow
corner back corner
We are the exclusive member in India of the Association of International Tax Consultants, an association of independent professional firms represented throughout Europe, US, Canada, South Africa, Australia and Asia.
corner corner corner
box shadow
corner back corner
corner corner corner
box shadow
corner back corner
services overview
empty cell
empty cell
corner corner corner
box shadow
corner back corner
services overview
empty cell
empty cell
corner corner corner
box shadow
 
 
At Rajput Consultancy Services pvt Ltd, we believe that Successful investing demands ever more time and expertise. The wealth management service offered by us will help you evaluate your existing portfolio or design and implement a portfolio to ensure that we are poised for achieving best risk adjusted returns.
We PROVIDE END TO END WEALTH MANAGEMENT SOLUTIONS BY-
bullet Analyzing your needs
bullet Designing a Portfolio to suit your needs and risk profile; while ensuring tax efficiency
bullet Fulfillment by making assisting on the investments
bullet Tracking and providing customized alerts to rebalance your portfolio to manage risk
bullet Assess the risk taking ability and willingness of the prospective customer.
bullet Understand customer’s current investments across debt, equity, realty, PMS, structured products and other asset classes.
bullet Recommend an asset allocation suitable to customer needs.
bullet Recommend specific mutual fund schemes, portfolio management schemes, real estate investments — funds and properties and suggest direct equity investment ideas regularly.
bullet Execute the transactions from time to time.
bullet Provide periodic updates on portfolio performance and conduct portfolio rebalancing as required.
bullet Recommend changes in mutual fund schemes and PMS schemes where the performance is not up to the mark.
bullet Suggest investment themes and ideas from time to time – covering sectors, new fund offers, asset classes.
The objective is to create a well diversified portfolio that provides you with consistent long term returns. We have options of both pure Consulting and brokerage models. This service is provided for High Net Worth and Ultra High Net worth Customers
 
get instant proposal
 
 
 
 
 

 
Tax Complience Calender
<September 2018>
SunMonTueWedThuFriSat
2627282930311
2345678
9101112131415
16171819202122
23242526272829
30123456
 
corner back corner
services overview
empty cell
empty cell
corner corner corner
box shadow
 
 
   
white cell white cell white cell
 
 
Policy
about us
about us
about us
about us
about us
Contact Us
about us
about us
Franchise
about us
about us
Support
about us
about us
about us
about us
about us
Take The Action
about us
about us
about us
about us
about us
Others
about us
about us
about us
about us
about us
Follow Us On
about us
about us
about us
about us
about us
Quick Contact
about us
about us
about us
 
 
white cell white cell white cell
  Sitemap Web Site Hit Counters