Ladderup Wealth Management Pvt Ltd follows a unique methodology for wealth management that sets us apart from the rest. Our expertise includes Wealth Management, Estate Planning, Investment Banking and Taxation and thus we are an obvious Multi Family Office choice for our clients. We manage wealth of HNI investors and pride ourselves in offering sophisticated solutions. Reponsibilities will broadly comprise of:
1. Sourcing of New Clients :
Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead.
Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.
Maintaining a log of client concerns or feedback and evaluate them for better success rates.
Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
Achieve budgeted targets in terms of number of clients / volume of business & assets.
2. Managing relationships:
Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients.
Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.
Understand clients’ needs & requirements and accordingly position products & services.
Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, Tax issues, besides just investment planning to ensure that you are positioned as the client’s primary consultant.
Call clients periodically to review their investment needs and to determine whether market changes, life situations, economic trends, or financial performance indicate a need for portfolio reassessment.
Provide various Investment performance reports and summaries to the clients.
3. Research and Analytics:
Research, investigate and regularly update the team regarding available investment opportunities/financial market trends to determine whether they fit into client portfolios.
Analyze each client portfolio on an ongoing basis to ensure that the overall Asset Allocation is in line with long term objectives; Assess the needs for Asset Rebalancing; Identify laggards in the portfolio and analyze if such underperformance is temporary or if it needs a portfolio action.
Coordinate with product and research team to suggest effective investment ideas to the clients.
4. Ensure ongoing self-development.