Wealth Planning
No matter what your priorities are, we will be collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance.
The first step in establishing a plan customized to meet your needs is clearly defining your goals. By helping you determine what “wealth” means to you, we will make thoughtful recommendations that align with your goals.
In addition to monitoring market conditions and the progress of your investments, we will be there when life events call for adjustments – making sure you stay on track.
Disclaimer: Rima Rajiv Vasa make no warranties or representations, express or implied, regarding products offered through the platform of Invest Edge. It accepts no liability for any damages or losses, however caused, in connection with the use of, or reliance on, its products or related services. Terms and conditions are applicable. Investments in Securities markets are subject to market risks; read all the related documents carefully before investing. Past performance is not indicative of future returns. Consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.
SEBI Address: G9V2+4VQ, Camac St, Elgin, Kolkata, West Bengal 700017
Rima Rajiv Vasa SEBI Reigistered Investment Adviser (Reg. No. INA300004267), BASL No. 1314, Valid upto Perpetual
For any Grievances, please contact: Rima Rajiv Vasa | +91 9830641601