Wealth Management

Financial Planning - puts forward the road map to achieve financial goals in a disciplined fashion. The main aim of financial planning is to define and plan the goals, set the time-frame and work towards attaining them with the available resources. The goals can include saving for higher education, buying a house, or planning for retirement. Just as your financial needs evolve, we at Aegeus take all the necessary steps to draw out and implement a clear financial strategy based on the financial situation and requirements of the individual. We at Aegeus, ensure that our clients get the necessary help from our financial partners, who can develop a tailored plan after analyzing the information obtained directly from our clients. We take into consideration the whole picture of the financial life of our client, including assets, debts, income and expenses, to help them determine their goals and the path leading to it should be.

We work with the financial services clients as our partners. Together we mark out clear, practical action plans, and help in implementing those plans to make sure there is a sustainable investment improvement.

Financial Planning Process Consist of Following Three Basic Steps -

Defining the client - Firstly, we will build a planner relationship. Our partner Financial Planning advisor will sit down with you and explain the services provided to you and will define both his and your responsibilities throughout the process.

Gather client data - Secondly, our partner financial planning consultant will list down the information regarding your financial situation. This will help him analyze and evaluate your financial situation. You and the consultant can mutually define your financial goals, time frame and the risk profile.

Presenting financial planning and investment recommendations - The Financial planning consultant will offer the list of investment recommendations that you can make to achieve your goals. We will serve as your 'coach', and help you carry out the recommendations by coordinating with you and other professionals such as stockbrokers or solicitors.

Our registered Non-Bank Finance Company, Aegeusfs assists SMEs, MSMEs and their founders to scale their businesses, through loan products in a variety of forms, structures and collaterals.

• India is one of the fastest-growing economies and it offers NRIs a wide range of opportunities to invest across various asset classes. Today, NRIs are keen to explore the investment opportunities in the Indian market be it - dedicated Mutual Funds Schemes, Immovable Asset Investment and Portfolio Investment Schemes.
• Generally, NRIs prefer investing in a house or in other immovable properties to earn good capital appreciation.
• Immovable Asset Transaction In India Includes -
• Purchase of property In India
• Property acquired by inheritance in India
• Leasing or Renting of Property
• Sale of property
• Gift or Relinquishment of property
• We, at Aegeus, assist NRIs in various transactions in connection with the asset investment in India. With our NRI asset management consultancy services, you can find the answers to all the investments opportunities in India. Here’s what Aegeus promises to deliver to its NRI clients -
• The one-stop shop for all your investment needs - Whether you are looking for a fixed income investment or high-risk high-income investment avenues, our team of professionals has the answer for all. With Aegeus, NRI asset consultancy service, you can seamlessly choose the investment avenues that suits your budget .
• Specialized Research and Reports - Our expert asset research team keeps a tab on the financial markets, which helps us to inform our NRI client about the latest developments and changes in the market.
• Certified Advisors - Our advisors are dedicated to solve all the NRI asset investment issues that our clients have. At Aegeus, we offer our NRI clients with a personalized certified advisor who will act as a ‘coach’ at every step of the investment.
• Our NRI asset management consultancy experts help you plan your goals, manage the investment and understand the risk profile before investing. With our NRI asset management service, you can never go wrong with your investment.

Our registered Non-Bank Finance Company, Aegeusfs assists SMEs, MSMEs and their founders to scale their businesses, through loan products in a variety of forms, structures and collaterals.