Wealth Management Advisory

“ Your Non- Working Life will be Longer than your Working Life” Are your finances up to it ??

This should be the theme for our Business. Most people don’t realize this. Particularly when non–working life will have higher expenses.

It is important to understand your goals as an individual or company to plan your future. Wealth management is the first step to put your needs in focus with an effective plan that works best for you. We help you understand your investment needs, explain the risk managing capacity and build your portfolio, which is a correct match to your wallet. You can further opt to engage a personalized advisor from Dimensions who can help in advising you better

A. Mutual Funds – Effortless Convenience of Equity research, Selection and Investing

Mutual Funds perhaps offer the only and best way to invest your funds in the debt market where the only other option is Fixed Deposits – which by comparison is inferior to MF schemes. India does not have a market which allows for direct investment in debt products and thus fixed income returns are best accessed through Mutual Funds.

Equity investing in this volatile environment comes with huge risks that can be mitigated through focused investment through equity funds. Moreover for focused industry dedicated sectoral investments, Mutual Funds offer the best way to invest. As we recommend diversifying some of your investments to global companies, Mutual Funds offer effortless convenience of research and investing.

Fund Pics

B. Real Estate

Real Estate should always be an integral part of the wealth planning process since careful selection can yield significantly higher returns. The key here is to select the right project, entry price (try to capture pre-launch price) and exit timing such as to maximize returns. As each involves big outlays one has to select the project very carefully. Tales of lost opportunities abound as investors lock into less desirable investments.

This is where Dimensions’ expertise and our network with developers comes in handy as we research and shortlist the best projects, try to get to you in at the pre-launch price, assist in execution and get you to exit at the appropriate time.Dimensions is partnered with some of the biggest names in the real estate sector ensuring that you get the right option well ahead of the market.

C. Insurance

India is a unique country where Insurance Products offer the excellent options in building up corpus on a completely tax-free basis. Further, structured products with Insurance coverage provide a once in a lifetime opportunity to capture transient equity upsides on a guaranteed basis.

Returns on Government Debt in India are one of the highest in the world and long term insurance products allow investors to capture high double digit yields without any mark to market risk. Thus Insurance products offer perhaps the best combination of risk coverage with return maximization.

Our Promoter is also empanelled with Birla Sun Life Insurance Company Ltd. (Advisor Code: 620530)

BSLI Vision Star Plan

BSLI Wealth Aspire Plan

D. Equity Advisory

As an active investor you may still need assistance for research / market fundamental support. Dimensions can assist through its advisory services to help build, review and then manage the exit of direct investments made by you.

After all, in a universe of over 2,500 companies, finding the right companies, validating the investment decision and then monitoring them could be an arduous task for an individual.

Dimensions expertise is in ensuring fair entry price and timely exit to help convert paper profits into real profits.