Our Approach

Customised Portfolio construction:

Kresko Wealth constructs the entire investment portfolio, for their clients after detailed discussion and keeping risk in view . Kresko wealth is known for disciplined mentoring and handholding, to plan for the current and futuristic financial goals of clients.

Goal oriented wealth planning – Get a customised structured wealth plan for wealth gains. Unbiased and Tailormade strategic wealth planning - Get a customised wealth strategy to grow your wealth in planned and strategic manner while minimizing risks in the portfolio.

Increase your wealth potential – Get solutions to grow your money through strategic planning, market insights & analytic process. Kresko wealth takes into account the management of financial assets, intangible assets and investment.

Financial Review & Rebalancing

A financial plan is never a static process. It has to be stringent enough to enforce discipline but dynamic enough as per changing markets.

Rebalancing is very important in journey of wealth gain in the changing business environment domestically and across the globe and modification in the investment mix is necessary based on macro and micro economic indicators.

Financial Monitoring & Reporting

It is about giving the client around the clock access to the portfolio with a host of varying current and interesting data analysis.

Kresko wealth is responsible to generate Portfolio report after discussion with a client on a periodic basis. Clients are provided with a secure login access to amend financial planning at any point of time.

Risk Management

Kresko wealth continuously monitors risk reward composition and investment thesis for every investor.

Continuous monitoring provides support to rebalance the asset allocation within various asset classes.

Maximum Tax Benefits

Your taxes can be saved too along with wealth planning.

Kresko wealth manages to maximise the tax advantage through various investment avenues. Associating with Kresko wealth will help to achieve financial goals with an eye on tax implications for 360 degree gains.

A strong tax planning can help you gain immense tax benefits, our Tax experts at Kresko wealth design comprehensive, strategic and effective tax planning axised at around current finances and aimed finances while enjoying maximum tax benefits for wealth gain and save tax all at one platform.

Financial Planning

Personal financial planning at Kresko wealth considers a short-term financial needs, buying a new home, planning for child’s education & marriage, retirement or other goals, client’s income, expenses, living requirements and futuristic goal plan well spaced in time frame.

Personalised Service

The simpler your finances, the more likely you will be able to understand.

Dynamic holistic Financial planning, flexible advice and portfolio review.