Risk profiling
Determine your risk profile and your short/long-term goals using the Finametrica risk assessment questionnaire
Asset Allocation
Portfolio diversification in line with your risk profile
Family Offices Services
Each individual varied set of requirements. When it comes to tailored requirements of the HNI/ UHNI family. ASP Finserv has got everything covered. However unique the financial solutions, ASP Finserv has a range of solutions that can be customized as per investor’s values, needs & preferences.
Clients of ASP Finserv can benefit from
- Personalised private banking relationship team
- Tailored advise services
- Access to events & seminars
- Concierge services
- Risk management
Investment Solutions
Products and services that are aligned with your asset allocation
Direct equity
- Higher returns
- Beating the risk of inflation
- Lower taxes
- Higher liquidity
Derivative
- High-risk high return
- Most productive wealth creation
- Higher exposure
- High volatility
PMS
- Big ticket size
- Managed by industry experts
- High net-worth individual
- Result oriented
Model Portfolio
- Managed by Professional managers.
- Control of the portfolio remains with the investor
- Small ticket size accessible
Market linked debentures
- Helps achieve principal protection
- Fixed return component
- Targeted payoff
- Derivatives components
AIF
- Venture capital funds
- Long short funds
- Hedge fund
- Private Equity
Insurance/ Protection
- Protection against health & untimely demise
- Protects future & wealth
- Necessary for every individual
- Lower cost & bigger coverage