Monthly Archives: April 2011

WEALTH MANAGEMENT IN INDIA

Wealth management in India is in a budding stage, where organized wealth management is offered by very few players. predominantly banks and broking houses are offering this services at virtually free of cost. Most Investors in India invests in various

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Posted in Knowledge base

WealthFolio Tracker

Now forget calling your relationship manager again and again for your portfolio statements and fund values. Create, Update and Track all your stock, mutual funds and other investment portfolio in one view. Just download simple App on your phone and

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Posted in Financial Tools

WealthFolio Personal Consultation

Meet WealthFolio expert advisers online to discuss your financial needs, objectives and investments done to take your important financial decisions. “WealthFolio can only assist you to take financial decisions , It is you who will plan, execute and achieve your

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Posted in Knowledge base

Consult WealthFolio

Take a Second opinion from Wealth Folio Experts before investing in any financial product. Wealth Folio will give you all the information you should know about the product you are planning to invest with Pro’s and Con’s of investing in

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Posted in Knowledge base

Portfolio Rebalancing

Re balancing is the action of bringing a portfolio of investments that has deviated away from one’s target asset allocation back into line. Under-weighted securities can be purchased with newly saved money; alternatively, over-weighted securities can be sold to purchase

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Posted in Knowledge base

Asset Allocation

Asset Allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. The three main asset classes – equities, fixed-income, and cash and equivalents – have different levels of risk

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Posted in Knowledge base

Portfolio Management

The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against. performance. Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice

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Posted in Knowledge base

Wealth Folio Risk profiler

  Download Wealth Folio Risk profiler

Posted in Financial Tools, Knowledge base

Wealth Folio Express Retirement Calculator

Wealth Folio Express Retirement Calculator Download link

Posted in Financial Tools, Knowledge base

Express Life insurance calculator

Express Life insurance calculator will give you an exact figure of what is the right amount of life insurance you should take to protect your loved ones from financial crisis in the event of any unfortunate incidence. Download Wealth Folio

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Posted in Financial Tools, Knowledge base