CAPITAL AND WEALTH MANAGEMENT

AMFI-Registered Mutual Fund Distributor

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Wealth Management is a broad term and often used casually in our industry. Very few understand the scope and implication of Wealth Management in true senses. At HCL Fintech, we believe Wealth Management a broad category that encompasses:

Financial Planning

Risk Assessment

Liquidity Preference

Product Fitment

Periodic Review

Corrective Action