In life, making those decisions on your investments or insurance or expenses are scary and yet, unavoidable. An average Indian loses at least INR 1 Crore by making the wrong financial decisions during their lifetime.
This is where we come in to take care of your financial decisions so that you can live a life that you always wanted.
Connect with our
Financial Advisor Gagandeep Singh for a Complimentary 15 Mins Call
for a Customized Financial Plan
Wealth Management is an investment service that combines financial planning and also investment advice. It includes accounting & tax services, retirement planning, legal or estate planning and educational & marriage planning for children.
Wealth management is a broad service, providing comprehensive research-based advisory along with convenient and personalized investment execution. We offer an unmatched product basket, ranging from debt, equity, mutual funds, insurance, derivatives, commodities, structured product, international funds, art funds, etc. It’s a unique service aimed at reworking clients’ dreams into reality.
At Sentinel India include planning and protection of finances, planning of business and retirement wants, and a host of other services, which will help augment their existing as well as future finances and lifestyle. We mix a hard-nosed business approach with a soft touch of personalized attention and dedicated client care.
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes
Implement your customized advice by buying all the recommended financial products on one single platform
Track your journey and review/rebalance your investments to make sure they are aligned with your goals
Portfolio management service enables you to regain control of your financial condition, improve your quality of life, and instil a sense of financial confidence in you.
We assist various high-profile families in managing their financial, trust, and estate companies, and providing them with differentiated and strategic investment prepositions. Our exclusive alliances with HR and lifestyle consultants, as well as education agencies, are another step in our mission to be a complete solution provider for our clients’ financial and personal goals.
The Gainers are the top wealth management firm that assists corporations in prudently managing their excess funds. With access to major debt market participants, our in-house trading desk can provide corporates with one-of-a-kind solutions.
We strive to meet all of our clients’ needs by offering customised portfolio management services, tax advice, and succession planning. Through superior execution, risk mitigation, and the implementation of continuous monitoring mechanisms, we ensure strong portfolio governance.
We Provide
Reporting and clearly taking calls on any required changes on portfolio as per the current market and personal financial situation.
Actively manage assets allocation periodically and see it that your financial goals are achieved faster.
Portfolio management service guide you on maintaining cash flow and taxes.
Truly independent and unbiased advice by a dedicated personal financial planner assigned to you throughout.
With all the uncertainty in the world, some expert advice is your best investment !