Wealth management and advisory

“Someone is sitting in the shade today because someone planted a tree a long time ago”- Warren Buffet

The quote mentioned above most aptly encapsulates the gist of Wealth Management. It is the prudent selection of investment products that provide the best return, appropriate safety as well as one that is compatible with the age and risk profile of the investor. But, the prime objective remains to increase ones wealth.

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Each Investor has a unique risk tolerance and expectation from his/her investments. It is our job to understand these two valuable characteristics of every investor and formulate an investment strategy for them.

Not all investments fetch similar returns, and the trick lies in evaluating the risk and return potential of each investment. Even the slightest of the difference in the rate of return may affect the final yield from the investment.

A lump sum investment of INR 10,00, 000 invested in 4 different schemes can fetch the following results:

Investment Hypothetical Rate of Return (%) Amount after 10 Years
(Rounded down to nearest lac)
Amount after 20 Years
(Rounded down to nearest lac)
Illustration 1 8.5 22 51
Illustration 2 9.5 25 60
Illustration 3 10.2 26 70
Illustration 4 14.2 37 141

As you can clearly see from the graph and table given above that a difference of 5.7 % in return between the Option 1 and Option 2 translates into difference of 73% and 178% in absolute returns over 10 yrs and 20 yrs respectively.