Wealth - What We Do

What We Do?

  • Risk Profiling

  • Asset Allocation

  • Product Selection

  • Review

Investment decisions depend on factors like risk appetite, time horizon, and liquidity needs. That's why we take every customer through a risk profiling exercise at the start of an investing relationship. It serves as a guide to portfolio building, from asset allocation to the type of products within each asset allocation. 

Following this, we showcase a broad spectrum of products across varying asset classes that meet the customer requirements and objectives. We provide all the relevant information so that you can pick and choose the products that finally make it to your portfolio. 

Our Services

Tata Capital Wealth offers a bouquet of bespoke investment, protection, and financing services for individuals, businesses and NRIs. Combining deep industry expertise with a nuanced understanding of wealth management, our stellar team of wealth managers and investment product specialists bring you expertly crafted services.

We will help you grow your wealth

  • 01

    Answer a few questions

  • 02

    Our experts create a unique strategy for your money.

  • 03

    We keep working our magic to help you grow.


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