At IBG Fincon our highly skilled Wealth Managers develop personalized wealth management programs for our clients by understanding their financial needs and future goals. Our investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

Our Dedicated Wealth Managers work for the benefit of the clients for doing that we practice transparency in our deals.
At IBG Fincon we meet challenges in the wealth management, those include :
 
Comprehensive Financial Plan :
This is a holistic, professional, scientific and structured financial planning service and the scope would usually include the following:
  • Cashflow analysis and goals planning
  • Retirement Planning
  • Insurance Planning
  • Tax Planning for salaried individuals
  • Estate Planning (optional)
  • Debt Management
  • Creation of investment portfolio
  • Asset Monitoring (optional)
Financial Health Check: Clients position
This is a one on one counseling session conducted by our qualified consultants usually spanning 2 - 3 hrs which includes:
  • Analysis of Financial Ratios
  • Your personalized Household Inflation
  • Debt Repayment insights
  • Net Worth statement
  • Computation of Insurance Requirement
  • Key observations regarding financial health and suggestions for urgent corrective action
 
This service will attract a nominal fee and may be conducted either at our office or the client’s residence.
     
 
 
 
© 2013 IBG FINCON SOLUTIONS PVT LTD. All rights reserved.
 
Phone: +91 20 - 60121145
E-mail: contact@ibgfincon.com