Elite Rishta is an exclusive and privilege service for our Clients with a higher socio-economic status offered under Rishta Capital. In this Premium Segment we cater to the needs and demands of our HNI, Ultra-HNI and NRI Client segment. At Rishta Capital, Client comes first. Our solid relationships are a testimony of our commitment. Our advice is built from a rigorous and up-to-date understanding of the market, coupled with your financial vision. This means we only offer solutions that work best for you. For us, mutual trust outweighs mutual benefit.

Most investors perceive wealth management process to be a smooth ride. It is very different in reality, of course. Markets do not move in a straight direction and unexpected factors usually get in the way. With an increase in the number of high net worth investors in recent years, there has been an increasing demand for sophisticated, integrated and front-to-back solutions.

This is where the expertise of wealth management services can be put to use. Wealth management is a continuous investment-advisory process that is a combination of financial planning, investment portfolio management and a number of aggregated financial services. It offers several strategies and plans that allow high net-worth individuals (HNIs) or Non-Resident Indian (NRIs) to attain all possible goals in a systematic manner.

Wealth managers take advantage of their experience and knowledge to help the investors with their finances based on where they are in their life cycle and other surrounding factors. Below mentioned is a list of some of the solutions that every wealth management package should contain:

Financial Planning

• Comprehensive financial planning examines your financial health thoroughly to help you plan your investment goals through a roadmap for the future. This is ideally done to understand your complete financial situation before making investment recommendations

Investment and Portfolio Management

• Portfolio management is the business of making customized decisions to build a strong portfolio based on your financial objectives or life goals, investment mix and policy, asset allocation, risk tolerance, concerns and time horizon.

Retirement Planning

• A financial plan and retirement plan work together with each other. A financial plan helps you prepare for the life you want to live during your working years, and a retirement plan helps you prepare for the life you want after you retire.

Cash Management

• Cash management involves handling of a broad range of tasks including day-to-day finances, collection & handling, usage of cash, assessing liquidity, cash flow, investments and short-term investment strategies.

Risk Management

• Risk management is the forecasting and evaluation of financial risks along with measures to avoid or minimize the impact of financial and other losses that can have potential risks to your assets, business or health. It begins with assessing your risk tolerance with risk assessment tools.

Private Wealth Management

• Risk management is the forecasting and evaluation of financial risks along with measures to avoid or minimize the impact of financial and other losses that can have potential risks to your assets, business or health. It begins with assessing your risk tolerance with risk assessment tools.