SKY KID LLP

Wealth Management
 OVERVIEW
M
A Art of producing customized and
W N sophisticated financial solutions for
E A clients
A G
L Understanding client’s financial
E
T situation.
M
H E An Intelligent combination of
N financial planning, investment
T portfolio management, tax services,
accounting and legal services
 WHAT DO YOU NEED
M
A Access to a wide range of product
W offerings
N
E A Support of an in-depth research team
A G
L Superior means of executing
E
T transaction
M
H E Analysis and Review for consolidated
N portfolios including Held Away Assets
T Ensuring you have a single point
contact for taking care of wealth,
family and administrative needs
 HOW WE MANAGE
M
A Determine Risk profile
W N
E Understand Volatility of Asset Classes
A
A G Risk Return Profile of the products
L
E
T M All decisions based on Investment Policy
H E Statement, Execution after Client
N confirms
T
 ADVANTAGE SKY KID
M
A Dedicated Financial Advisor
W Supported by a team of seasoned
N
E professionals brought together to provide
A quality advice, seamless execution,
A G regular investment reporting and a
L disciplined review of investments for
E
T effective wealth management needs.
M
H E Offers a truly Multi-Asset Class
N platform with innovative, customized
and structured solutions
T
Suitable for both corporate and
individual clients
 WHAT WE OFFER
M
A Diverse range of services for Ultra High
W Net-worth Individuals (UHNI) families:
N
E A •Wealth Advisory & Investment Services
A G
L •Lending and Credit
E
T M •Wealth Planning Services*
H E
N •Consolidated Reporting
T
 WHAT WE OFFER
M
A •Wealth Advisory & Investment Services
W N
E Traditional Products:
A Investment products that are commonly
A G known avenues to grow wealth are:
L
E
T •Direct Equity
M
H E •Mutual Funds
N
•Insurance
T
•Alternative Investments
 WHAT WE OFFER
M
A •Wealth Advisory & Investment Services
W Specialized Products
N
E Structured Products: These are pre-packaged
A investment strategies based on various underlying
A assets such as equities, interest rates, currencies,
G commodities etc. The idea is to generate a particular
L
E payoff on the product to suit particular market views
T and maximize the returns thereof. Some structured
M products offer a ‘principal protection’ function if held
H to maturity.
E
PMS :Discretionary PMS and Non-Discretionary PMS
N are solutions for investing in equities. With PMS,
T your customized portfolio is tracked, monitored and
optimized by portfolio managers while Non-
Discretionary PMS is backed by our fundamental
research reports and support . These services are in
a consultative method
 WHAT WE OFFER
M
A •Wealth Advisory & Investment Services
W N
E Specialized Products
A
A G Private Equity :
L Private Equities are equity securities of unlisted
E companies exempt from the high level of government
T regulation as public offerings. The other side to this
M investment is that private is far less liquid than
H E publicly traded stock.

N
T
 WHAT WE OFFER
M
A •Lending and Credit
W N
E We extend credit and lending facility
A against a range of assets. Such
A G standard/customized lending can help
L increase liquidity for any business or
E
T personal needs, or to take any tactical
M exposure in the capital markets. Our
H E proposition includes LAS /LAP /IPO,
N NFO ESOP’s Funding et al.
T
 WHAT WE OFFER
M
A •Wealth Planning Services*
W Customized wealth planning services
N
E which includes:
A Retirement planning, a key financial
A G objective for most clients. We help draw up an
L in-depth retirement plan, enabling them to
E sustain a quality life post retirement.
T M Trust and Estate planning includes creating
H a plan for your estate to enable effective
E management, preservation and longevity
N during and after your life time. The primary
goal is to ensure it reaches the estate owner's
T intended beneficiaries, and often includes
efficient tax and minimizing succession
procedures.
 WHAT WE OFFER
M
A •Consolidated Reporting:
W N Customized reporting platform -
E Useful for clients who have multiple
A
A wealth managers providing different
G
L performance statements.
E
T M These reports provide a holistic view
H E of the client assets.
N
Saves a substantial amount of time
T
while monitoring large portfolio and
facilitates smoother decision making
THANK YOU .