Private Wealth Management & Risk Advisory

We are the Financial division of “Shree Rama International“. Our operations began in 2006,

Our Core Services

Personalized Financial Planning

Personal finance is the management of money and financial decisions for a person or family including budgeting, investments, retirement planning and investments.

Private Wealth Management

Private wealth management is an investment advisory practice that incorporates financial planning, portfolio management and other aggregated financial services for private individuals, not for corporations, trusts, groups or other types of clients.

Risk Advisory

Risk Advisory Services is an independent risk management and insurance consulting practice providing advice and assistance to corporate and government organisations to improve and manage their risk management, general insurance and workers compensation arrangements.

Our Offerings Include

Mutual Funds

A mutual fund is a pool of money from numerous investors who wish to save or make money just like you. Investing in a mutual fund can be a lot easier than buying and selling individual stocks and bonds on your own. Investors can sell their shares when they want.

Life Insurance

 Life insurance (or life assurance, especially in the Commonwealth), is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person (often the policy holder).

General Insurance

General Insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event. General insurance is typically defined as any insurance that is not determined to be life insurance.

Government Bonds

government bond is a bond issued by a national government, generally with a promise to pay periodic interest payments and to repay the face value on the maturity date. Government bonds are usually denominated in the country’s own currency.

Portfolio Management Services

It is a customised solution to investments in equity and debt offered by experienced and professional Fund Managers. However the ownership of stocks continues in one’s own Demat account.

Fixed Deposits (Public + Private)

fixed deposit (FD) is a financial instrument provided by banks which provides investors with a higher rate of interest than a regular savings account, until the given maturity date.

Project Funding

Project finance is the long-term financing of infrastructure and industrial projects based upon the projected cash flows of the project rather than the balance sheets of its sponsors. Usually, a project financing structure involves a number of equity investors, known as ‘sponsors’, a ‘syndicate’ of banks or other lending institutions that provide loans to the operation.

Venture Capital & Private Equity.

Venture capital firms, on the other hand, mostly invest in start-ups with high growth potential. Private equity firms mostly buy 100% ownership of the companies in which they invest. As a result, the companies are in total control of the firm after the buyout.

Currently our Assets under Advisory & Management total Tens of Million in $.

What currently separates us from rest of the herd is our unique understanding that Every Client’s needs are different – Risk appetite & Return objectives. Rather than the conventional approach (product based marketing & distribution), we follow a Systematic (Risk, Return, Time Horizon, Tax Constraints & Unique Concerns) approach.

management

Highly qualified Investment Professionals ;

Our Client advisors are highly qualified. Their qualifications:

  • World Leading Educational qualifications: CFA, CFA(ICFAI), FRM, LIFA, MPEFB (IIM B), MS (Finance)
  • Industry qualifications: IRDA (General & Life), NISM(MF operations), NISM (MF Advisory)

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