Wealth Management

With the help of a dedicated advisor, you can customize a flexible plan for the future that will help grow and protect your wealth over time.

Services

Wealth Management

In wealth management, financial planning is combined with specific financial services, including retail banking, estate planning, legal and tax advice, and investment management. Wealth management is the process of managing wealth in a way that is sustainable and grows over time.

An all-in-one wealth management service, wealth management is a comprehensive research-based investment advisory combined with convenient and customized investment execution. Offering a broad range of products from debt to equity to mutual funds, insurance, derivatives, commodities, structured products, to art funds and international funds, Uppscalle offers an unmatched product portfolio. It's a unique service dedicated to making clients' dreams a reality.

In-house research, including economists, equity analysts, and product specialists, determines which investment products and solutions are best-in-class. Our financial advisor will analyze your wealth assets and portfolio, consider market conditions, and then recommend solutions to maximize your wealth.

Sustaining & Growing Your Wealth with Wealth Management Tools

Mutual Funds

An investment option that is safe and cost-effective

Equities

Stock market traders and investors to earn from market

Structured Products

Optional investments that provide a guaranteed return

Alternative Investments

Investing in a variety of portfolios with high and low risk

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    Alternative Investments

    Investments other than cash, stock, and bonds are alternative investments. In addition to a stock portfolio, other types of investments include investments in precious metals and wine. Aside from investing in private equity, distressed securities, and hedge funds, they may also be investments in financial assets. It is generally true that alternative investments and traditional investments (stocks and bonds) exhibit little correlation. Some alternative investments are also highly illiquid and come with complicated valuations. Financial institutions and individuals with high net worth are quite fond of certain alternative investments due to such reasons.

    The addition of alternative investments to an investor's portfolio may be highly beneficial. As compared to traditional investments, alternative investments typically provide greater returns. Furthermore, alternative investments are available in wide varieties, irrespective of an investor's risk tolerance or monetary perception.

    Tactical Investments

    ​​You can trust the expertise of Uppscalle's financial management experts to help you create wealth. A distinctive wealth creation strategy, based on extensive research, is the foundation of our wealth creation service. Financial advisors thoroughly study each client, their family, their business, long-term financial goals, current financial status, revenue sources, and debt burden. After we understand the good and the bad of our clients' current financial condition, we develop a fool-proof wealth creation strategy that involves a diverse portfolio of investment and saving options.

    The best solution for your needs depends on how well we understand the benefits and risks involved in each of the channels. By planning for your wealth creation, you can minimize financial pressures that might otherwise be incurred by major business expenses or personal decisions.

    Fund Partners

    Let’s grow together